TF
CFP
TF
CFP

Travis Frayard

16 Years of Experience
Denver, CO
Broker

Travis Frayard is a CFP-designated registered investment advisor, based in Denver, CO, with 16 years of industry experience.

Location

1580 Lincoln Street, Suite 680, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Travis is a member of a committee that manages Sable Palm LLC, which holds investment property. Travis's role includes management and supervisory functions, but the time commitment is unspecified.

Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
June 2025 - Present · 11 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.
August 2012 - July 2025 · 12 yrs 11 mos
UBS Financial Services INC.Broker
August 2012 - July 2025 · 12 yrs 11 mos
UBS Financial Services INC.
June 2009 - November 2011 · 2 yrs 5 mos
UBS Financial Services INC.Broker
February 2009 - November 2011 · 2 yrs 9 mos
State Registrations7 states
CACOFLLANYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.