Travis T. Mccullough

FORTHRIGHT FINANCIAL SERVICES

WEATHERFORD, TX 76086

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CRD#: 6978261

Professional summary

Travis Trent Mccullough, CFP® is a registered financial advisor currently at FORTHRIGHT FINANCIAL SERVICES located in Weatherford, Texas.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Travis has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. TRAVIS MCCULLOUGH POSITION: Agent NATURE: I have a TX General Lines - Life and Health license (#2477224) and on rare occasions I might write a term life insurance policy INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2020 ADDRESS: 3115 Ft Worth Hwy, Ste 300, Hudson Oaks TX 76087, United States DESCRIPTION: Occasionally write a term life insurance policy 2. COX FINANCIAL GROUP POSITION: Registered Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2018 ADDRESS: 3115 Fort Worth Hwy, Ste 300, Hudson Oaks TX 76087, United States DESCRIPTION: Registered Advisor under Randy Cox. I help service clients, perform annual client reviews, and work on client planning and client facing technologies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Trent Mccullough'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

July 17, 2023 - Present

FORTHRIGHT FINANCIAL SERVICES

Office #1: 1200 S Main St Ste 109, Weatherford, TX 76086

RIA

CRD#: 326786

WEATHERFORD, TX

Past

August 16, 2019 - June 21, 2023

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

HUDSON OAKS, TX

Past

June 12, 2019 - June 21, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

HUDSON OAKS, TX

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

Texas
(7/17/2023)

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 66

Date: 8/15/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/12/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/30/2019

Securities Industry Essentials Examination

Current Firm

FORTHRIGHT FINANCIAL SERVICES

FORTHRIGHT FINANCIAL SERVICES | FORTHRIGHT FINANCIAL SERVICES LLC

CRD#: 326786 / SEC#:

Texas

Registered Investment Advisory firm - (7/17/2023 Approved)

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Contact information

Main Address

1200 S Main St Ste 109, Weatherford, TX 76086

Mailing Address

Phone number

(817) 661-1231

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 2,167,812

Red Flags

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

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Travis T. Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Trent Mccullough's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTHRIGHT FINANCIAL SERVICES

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2019

Series 7TO

Date: 6/12/2019

SIE

Date: 3/30/2019

Current Firm

FORTHRIGHT FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTHRIGHT FINANCIAL SERVICES

TRUST BUT VERIFY

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