TA
Travis P. Alexander
CRUX WEALTH ADVISORS
Seattle, WA
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CRD#: 5504338
TA
Professional summary
Travis Price Alexander is a registered financial advisor currently at CRUX WEALTH ADVISORS located in Seattle, Washington.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Travis has worked at 4 firms and has passed the Series 66, SIE 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.
(1)Name of Business: 434 Delaware RE Address: 434 delaware ave, buffalo, NY, 98026, United States Activity Type: Rental Real Estate Position/Title: Passive investor Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: CRUX insurance agency Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/28/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: writing insurance (3)Name of Business: CRUX Tax Advisors Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managerial activities (4)Name of Business: CTPJ Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Owner (5)Name of Business: LWO, LLC Address: 3444 E Anaheim St, Long Beach, CA, 90814, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 06/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner of LWO. (6)Name of Business: Moore Road LLC Address: 1234 Moore Road, Kettle Falls, WA, 99141, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and user of vacation raw land property (7)Name of Business: Vector Properties Address: 3444 E Anahaim St, Long Beach , CA, 90804, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/23/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This LLC owns an office building in Long Beach, CA.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Price Alexander'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®
NoneExperience
Current
August 6, 2024 - Present
CRUX WEALTH ADVISORS
RIA
CRD#: 330731
Seattle, WA
Past
March 14, 2016 - August 2, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Long Beach, CA
Past
February 12, 2016 - August 2, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Long Beach, CA
Past
June 26, 2008 - March 1, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LONG BEACH, CA
Past
May 19, 2008 - March 1, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LONG BEACH, CA
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".
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS
CRD#: 330731 / SEC#: 801-130283
RIA
Registered Investment Advisory firm - (6/4/2024 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
California(8/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS
CRD#: 330731 / SEC#: 801-130283
RIA
Registered Investment Advisory firm - (6/4/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 W. Ocean Blvd 4th Floor, Long Beach, CA, 90802
Mailing Address
Phone number
(562) 735-3875
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,466 |
| AUM (Assets Under Management) | $ 410,242,734 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
