Travis L. Bender

BLACKSTON FINANCIAL ADVISORY GROUP

THE VILLAGES, FL 32162

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CRD#: 2917425

Professional summary

Travis Lee Bender is a registered financial advisor currently at BLACKSTON FINANCIAL ADVISORY GROUP, LLC located in The Villages, Florida.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Travis has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT: SALES, TYPE OF BUSINESS: LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Lee Bender's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 13, 2018 - Present

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Office #1: 8564 E. County Road 466 Suite 302, The Villages, FL 32162

RIA

CRD#: 291380

THE VILLAGES, FL

Past

January 11, 2017 - December 31, 2018

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

The Villages, FL

Past

January 29, 2007 - February 21, 2008

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

December 1, 2006 - January 18, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

BATTLE CREEK, MI

Past

January 8, 2001 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

BATTLE CREEK, MI

Past

November 5, 1997 - January 25, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 5, 1997 - January 25, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

BLACKSTON FINANCIAL ADVISORY GROUP, LLC | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

CRD#: 291380 / SEC#: 801-112486

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/13/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/11/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/23/1997

General Securities Representative Examination

Current Firm

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

BLACKSTON FINANCIAL ADVISORY GROUP, LLC | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

CRD#: 291380 / SEC#: 801-112486

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

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Contact information

Main Address

8564 E. County Road 466 Suite 302, The Villages, FL 32162

Mailing Address

Phone number

(352) 633-9046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BLACKSTON FINANCIAL ADVISORY GROUP (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,987
AUM (Assets Under Management)	$ 300,506,924

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Travis L. Bender

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Lee Bender's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROYAL FUND MANAGEMENT, LLC

CETERA WEALTH SERVICES, LLC

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2016

Series 63

Date: 9/26/1997

Series 7

Date: 10/23/1997

Current Firm

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

TRUST BUT VERIFY

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