Travis Payne, Cfp® Email and Phone Number
I am licensed to sell insurance in: AL, AR, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NY, OH, PA, SC, TN, TX, VA, WVCA Insurance License # - 0H84212 I am licensed to sell securities in: AL, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NJ, NY, PA, SC, TNI cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business. Advisory services offered through NewEdge Advisors, LLC doing business as Streamline Wealth, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
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PartnerStreamline Wealth Feb 2024 - PresentSt Simons Island, Georgia, United States -
Financial AdvisorCapstone Financial Apr 2007 - Feb 2024 -
Financial AdvisorAmeriprise Financial Services, Inc. Dec 2005 - Apr 2007I worked as fee-based planner serving individuals and families in the pursuit of achieving their financial goals.
Travis Payne, Cfp® Education Details
Frequently Asked Questions about Travis Payne, Cfp®
What company does Travis Payne, Cfp® work for?
Travis Payne, Cfp® works for Streamline Wealth
What is Travis Payne, Cfp®'s role at the current company?
Travis Payne, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ at Streamline Wealth.
What schools did Travis Payne, Cfp® attend?
Travis Payne, Cfp® attended University Of Georgia - Terry College Of Business.
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