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Travis Curd

11 Years of Experience
Cincinnati, OH
Broker

Travis Curd is a registered investment advisor, based in Cincinnati, OH, with 11 years of industry experience.

Location

5659 Rapid Run Road, Unit 3, Cincinnati, OH, 45238

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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 the owner and president of CurdCo Wealth Management, a support company for his practice, dedicating about half of his time. He is also a board member, founder, and president of Kids & Community Food Collaborative, a non-profit, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Edward Jones
January 2015 - March 2022 · 7 yrs 2 mos
Edward JonesBroker
December 2014 - March 2022 · 7 yrs 3 mos
State Registrations11 states
AZCAFLILINKYNCOHSCTNTX
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.
Travis Curd - Financial Advisor | TrueAdvisor