Travis Morrison
Professional summary
Travis Morrison, who also goes by Travis Eric Morrison, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Lake Worth, Florida.
Travis is registered as a RR (Registered Representative) and started their career in finance in 2017. Travis has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Travis Morrison's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2025 - Present
THE LEADERS GROUP, INC.
August 10, 2021 - July 15, 2025
EQUITABLE ADVISORS, LLC
November 2, 2017 - July 15, 2025
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/2/2025)
(7/2/2025)
(7/2/2025)
(7/2/2025)
(7/2/2025)
(9/10/2025)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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