Travon
Sexton

Cambridge Investment Research Advisors, Inc

CRD#1030735
Investment Advisor
in Stuart, FL

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About this Advisor

Travon Sexton is a financial advisor based out of Stuart, Florida with a total of 7 years of relevant experience. Sexton works at Cambridge Investment Research Advisors, Inc. During their career, Sexton has held roles at New England Securities, Cambridge Investment Research Inc and Cambridge Investment Research Advisors, Inc. Sexton has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Cambridge Investment Research Advisors, Inc is a registered investment company based in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 financial advisors. It oversees $82 billion in total assets between its 461,370 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 461,370 customer accounts, just 10% are held by high-net-worth investors who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fees usually vary depending on the type of services offered. Fees billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

900 S Federal Highway, Suite 313
Stuart, FL 34994

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

FL Average: $9,259,360,772
Total Number of Employees

3,352

FL Average: 166
Total Number of Accounts

461,370

FL Average: 7,189
Average Account Size

$178,659

FL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Travon Sexton Work History

Travon has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Cambridge Investment Research Advisors, Inc

2013 - Present (11 years)

Cambridge Investment Research Inc

2010 - 2013 (3 years)

New England Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Travon Sexton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Lyndon Crawford
Des Moines, IA
Jeffrey Pratt
Portland, OR
Mitchell Robinson
Tulsa, OK
Stacy Robinson
South Haven, MI
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
John Ladick
Fairfield, IA
Richard Habel
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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