Russell Warren Travis

Employer firm

Crescent Advisor Group, Inc. CRD 115974

$344M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  Crescent Securities Group, Inc.
  Dallas, TX
• 07/2012 → Present
  Crescent Advisor Group, Inc.
  Dallas, TX

Other Businesses

CRESCENT Securities GROUP, INC. INVESTMENT RELATED. 8750 N. CENTRAL EXPY #750 DALLAS, TX 75231. Vice President, Retail Operations. 09/2001. 180 HOURS/MONTH, 140 DURING TRADING HOURS. Oversee operations of broker/dealer, full time salaried employment. Assist with compliance efforts. Registered Representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-28
• S63 Uniform Securities Agent State Law Examination
  1996-08-21