Travis L. Chance

CFG WEALTH MANAGEMENT

Statesboro, GA 30458

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CRD#: 4919623

Professional summary

Travis Lynn Chance, AIF®, CFP® is a registered financial advisor currently at CFG WEALTH MANAGEMENT, LLC located in Statesboro, Georgia.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Travis has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

1.TL CHANCE INC. DBA CFG INSURANCE PLANNING; INVESTMENT RELATED; 38 COURTLAND STREET, SUITE E, STATESBORO, GA 30458; INSURANCE AGENT SINCE 2007; APPROXIMATELY 25% OF TIME IS SPENT IN THIS BUSINESS. 2.CITY COUNCILMAN; STATESBORO, GA; STARTED IN 1/08; 3-6 HOURS PER MONTH IN THIS BUSINESS. 3.FARM CORE ADVISORS; STATESBORO, GA; INVESTMENT RELATED; STARTED THIS BUSINESS IN 01/2013; SPEND APPROXIMATELY 5 HOURS PER MONTH IN THIS BUSINESS; SELL FIXED INSURANCE PRODUCTS. 4.Farm Hub Partners; not investment related; Statesboro, GA; Socially conscious natural farming; Owner; 03/2021; 10 hrs/mo 0 during securities trading. 5. CFG Holdings LLC; not investment related; Statesboro, GA; personal real estate; Owner, 03/2018; minimal time spent in this business 6. CFG Tax Planning, LLC; Investment Related; Statesboro, GA; Tax planning business; Owner 02/2022; 10 hrs/mo 0 during securities trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Lynn Chance's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 8, 2015 - Present

CFG WEALTH MANAGEMENT, LLC

Office #1: 1221 Merchant Way Suite 201, Statesboro, GA 30458

RIA

CRD#: 174040

Statesboro, GA

Past

June 5, 2012 - December 31, 2014

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

STATESBORO, GA

Past

April 16, 2012 - December 31, 2014

CFD INVESTMENTS, INC.

CRD#: 25427

STATESBORO, GA

Past

November 18, 2009 - April 16, 2012

SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

CHARLOTTE, NC

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

Georgia
(1/8/2015)

IAR

North Carolina
(1/6/2025)

IAR

South Carolina
(2/9/2015)

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: 6/2/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/15/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/17/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CFG WEALTH MANAGEMENT, LLC

CRD#: 174040 / SEC#:

Georgia

Registered Investment Advisory firm - (1/8/2015 Approved)

North Carolina

Registered Investment Advisory firm - (1/6/2025 Approved)

South Carolina

Registered Investment Advisory firm - (2/9/2015 Approved)

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Contact information

Main Address

1221 Merchant Way Suite 201, Statesboro, GA 30458

Mailing Address

Phone number

(877) 269-0839

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Travis L. Chance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Lynn Chance's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFG WEALTH MANAGEMENT, LLC

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

SOUTHEAST INVESTMENTS, N.C., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2012

Series 63

Date: 1/15/2010

SIE

Date: 12/31/2014

Series 6

Date: 11/17/2009

Current Firm

CFG WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

CFG WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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