2007 -2016 Associate Vice President | Financial Advisor @
2007 -2008 Financial Advisor @
Travis Alexander Education
Arizona State University
Bachelors of Science (Human Communication)
2002-2006
Travis Alexander Skills
Wealth Management
Retirement Planning
401(k) Retirement Savings Plans
Small Business
Financial Planning
Finance
Mutual Funds
Financial Advisory
Retirement
Financial Services
Estate Planning
Investment Strategies
Insurance
Investments
Securities
Investment Management
Wealth Management Services
Management
Leadership
Strategic Planning
Asset Allocation
Investment Advisory
Portfolio Management
Asset Management
Accounting
Business Development
401K Retirement Savings Plans
Microsoft Word
Microsoft Excel
401 Retirement Savings Plans
Travis Alexander Summary
Travis Alexander, based in Long Beach, CA, US, is currently a Chief Executive Officer | Financial Advisor at CRUX Wealth Advisors. Travis Alexander brings experience from previous roles at Travis Alexander & Associates A financial advisory practice of Ameriprise Financ and Ameriprise Financial Services, Inc.. Travis Alexander holds a 2002 - 2006 Bachelors of Science in Human Communication @ Arizona State University. With a robust skill set that includes Wealth Management, Retirement Planning, 401(k) Retirement Savings Plans, Small Business, Financial Planning and more. Travis Alexander has 2 emails and 1 mobile phone numbers on RocketReach.
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