Travis Scott Cruger

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-10

TX RA
APPROVED

Since 2025-07-10

Branch Locations

800 N Shoreline Blvd Ste 1210 N, Corpus Christi, TX 78401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Next Financial Group Inc	Corpus Christi	TX	06/2014	07/2025
Lpl Financial Llc	Corpus Christi	TX	07/2025	Present

06/2014 → 07/2025

Next Financial Group Inc

Corpus Christi, TX
07/2025 → Present

Lpl Financial Llc

Corpus Christi, TX

Previous Registrations

2014-07-30 → 2025-07-10

Next Financial Group, Inc.

Corpus Christi, TX

Other Businesses

1 - 07/2025 - Cruger Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 100 Hours During Trading - At reported business location(s). 2 - 07/2025 - Cruger Financial Services - Non-Variable Insurance - Inv Related - 20 Hours/Month - Corpus Christi, TX - OBA Start Date: 07/01/2019.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-30

S66 Uniform Combined State Law Examination

2014-07-30

View on SEC IAPD