Travis Tadlock is a registered investment advisor, based in Plano, TX.
Location
700 Alma Drive, Plano, TX, 75075
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is an agent team member at Adam B Leggett's Insurance Agency, working with State Farm and its affiliates. This investment-related activity takes about half of Travis's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
April 2025 - Present · 1 yr 1 mo
State Farm Vp Management CORP.Broker
April 2025 - Present · 1 yr 1 mo
State Farm Investment Management CORP.
April 2025 - Present · 1 yr 1 mo
State Registrations1 state
TX
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.