Travis Alexander has been Chief Executive Officer of Crux Wealth Advisors since April 2024, is a control person of the firm and directly owns 75% or more of it.
Crux Wealth Advisors is a Long Beach, CA firm with $548M under management, 676 clients and 11 advisers across 5 offices, as of its August 2026 filing.
Travis Alexander’s longest registration was 8 years at Raymond James Financial Services Advisors, Inc (2016–2024).
- Raymond James Financial Services Advisors, Inc– · 8 yearsLong Beach, CA · Adviser representative · Firm CRD 149018
- Ameriprise Financial Services, Inc.– · 7 yearsLong Beach, CA · Adviser representative · Firm CRD 6363
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 June 2008 |
| Series 7 | General Securities Representative Examination | 15 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Travis Price Alexander
- CRD
- 5504338
- Firm
- Crux Wealth Advisors · CRD 330731
- Role
- Chief Executive Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Travis Alexander work?
Travis Alexander has been Chief Executive Officer of Crux Wealth Advisors since April 2024, and is a control person of the firm.
Does Travis Alexander have a current investment-adviser registration?
Travis Alexander has no current investment-adviser or broker registration.
What exams has Travis Alexander passed?
Travis Alexander has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2008. FINRA credited Travis Alexander with the SIE, which began in October 2018.
Where was Travis Alexander previously registered as an investment adviser?
Travis Alexander has past investment-adviser registrations through Crux Wealth Advisors, August 2024 to September 2026; Raymond James Financial Services Advisors, Inc, March 2016 to August 2024; Ameriprise Financial Services, Inc., June 2008 to March 2016, across 3 firms.
Is Travis Alexander registered with FINRA?
No. Travis Alexander has no current broker registration.
How can I verify Travis Alexander’s record?
Search CRD 5504338 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Alexander’s full registration record.