Travis L Gibson
Investment adviser representative at Kcd Financial, Inc.
24 yearsExperience
1 stateRegistered in
$202.1MFirm assets
9 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
24 years in the industry.
- Kcd Financial, Inc.May 2025 to now
- Secure Income ManagementOct 2023 to now
- MML Investors Services LLCNov 2021 to Oct 2023
- Massmutual Life Insurance CompanySep 2021 to Oct 2023
- Nylife Securities LLCNov 2019 to Oct 2021
- New York Life Insurance CoDec 2018 to Oct 2021
- Canon Solutions AmericaNov 2002 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kcd Financial, Inc.
$202.1MAssets managed
1,257Clients
38Advisers
9 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
- 7047947
- Firm CRD
- 127473