Travis James Thompson
Investment adviser representative at Fiduciary Financial Advisors
15 yearsExperience
2 statesRegistered in
$1.3BFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Fiduciary Financial AdvisorsOct 2021 to now
- Cambridge Investment Research, Inc.Mar 2021 to now
- Hewlett Packard EnterpriseJun 2017 to Jun 2024
- Nimble StorageDec 2016 to Jun 2017
- Rdv CorporationNov 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Fiduciary Financial Advisors
$1.3BAssets managed
2,183Clients
50Advisers
5 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
- 7356468
- Firm CRD
- 172103