Travis
Drown

Vicus Capital, Inc

CRD#5385802
Investment Advisor
in Columbia, MD

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About this Advisor

Travis Drown is a financial advisor working in Columbia, Maryland, with 5 years of industry experience. Drown works at Vicus Capital, Inc. Throughout their career, Drown has worked at Drown Financial Services, Walnut Street Securities Inc, Cetera Advisor Networks LLC, Vicus Capital, Inc and Eastern Association Of Intercollegiate Football Officials-Eaifo. Drown maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Maryland and Texas. Vicus Capital, Inc is a registered investment firm based in State College, PA. It has offices in 40 locations and a total of 87 employees. It oversees $2 billion in assets under management between its 8,080 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 8,080 client accounts, 30% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Vicus Capital, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10490 Little Patuxent Parkway, #200
Columbia, MD 21044

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,014,773,022

MD Average: $15,833,994,310
Total Number of Employees

87

MD Average: 41
Total Number of Accounts

8,080

MD Average: 3,342
Average Account Size

$249,353

MD Average: $4,737,880

Investment Advisory Services

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

Travis Drown Work History

Travis has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Eastern Association Of Intercollegiate Football Officials-Eaifo

2018 - Present (6 years)

Vicus Capital, Inc

2013 - Present (11 years)

Cetera Advisor Networks LLC

2012 - Present (12 years)

Drown Financial Services

2012 - 2013 (1 year)

Walnut Street Securities Inc

*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 Travis Drown 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 Vicus Capital, Inc

Keith Behrmann
Bridgewater, NJ
Brae Beggs
New York, NY
Robert Hinson
State College, PA
Aaron Soden
Lakewood, PA
Jeffrey Weatherford
State College, PA
Julie Ralston
State College, PA
David Rosenblatt
State College, PA
Jacqueline Bates
State College, PA

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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