Travis Paul Etheridge
Investment adviser representative at Money Concepts Advisory Service
11 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- NexagencyDec 2025 to now
- Br Gaming LLCAug 2024 to now
- Money Concepts Capital CorpJan 2020 to now
- Hank's LoungeSep 2017 to now
- The Insurance AllianceApr 2015 to now
- Nationwide FinancialFeb 2016 to Dec 2019
- NsllcFeb 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5910679
- Firm CRD
- 12963