Robert M. Travis
Professional summary
Robert Michael Travis, who also goes by Mike Travis, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1986. Robert has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 27, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Michael Travis's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2011 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093August 1, 2005 - December 22, 2010
FFEC WEALTH PARTNERS LLC
January 5, 1988 - July 29, 2005
FLEXVEST SECURITIES GROUP, INC.
October 14, 1987 - January 23, 1988
DFW CLEARING, INC.
June 25, 1986 - March 23, 1988
USA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2011)
(1/3/2011)
(4/13/2025)
(1/12/2011)
(7/8/2021)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993Plano, TX 75093TRUST BUT VERIFY
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