Travis
Duren

Crescent Advisor Group, Inc

CRD#1589445
Investment Advisor
in Dallas, TX

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About this Advisor

Travis Duren is a financial advisor who works in Dallas, Texas who has 20 years of relevant experience. Duren currently works for Crescent Advisor Group, Inc. During their career, Duren has held roles at Crescent Securities Group Inc, Crescent Advisor Group Inc and Duren Mcnairy Holdings, Inc. Duren has a Series 63 license, which qualifies them as a securities agent, and can operate in California, Florida and Texas. Crescent Advisor Group, Inc is a company operating out of Plano, TX. It has a total of 15 employees. It has $212 million in assets among its 470 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 470 customer accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Crescent Advisor Group, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. However, fees billed by Crescent Advisor Group, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

20 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8750 N Central Expy Suite 750
Dallas, TX 75231

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Crescent Advisor Group, Inc Brokerage Details

Total Assets Under Management

$211,731,339

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

470

TX Average: 2,315
Average Account Size

$450,492

TX Average: $1,314,358

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

Travis Duren Work History

Travis has been registered as a financial advisor for 20 years.*

2001 - Present (23 years)

Crescent Securities Group Inc

2001 - Present (23 years)

Crescent Advisor Group Inc

2001 - Present (23 years)

Duren Mcnairy Holdings, 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 Duren 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 Crescent Advisor Group, Inc

Bradley Phelan
Plano, TX
Terry Hill
Dallas, TX
Jonathon Bolt
Plano, TX
Tyler Castle
Plano, TX
Juan Martinez
Plano, TX
Stephan Celuch
Plano, TX
Blake Bergstrom
Plano, TX
Hatley Harrell
Lubbock, TX

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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