Travis Nick Duren

Crescent Advisor Group, INC.

32 Years of Experience

2 DisclosuresBrokerSells Insurance

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Areas of Practice

Investment Management

Crescent Advisor Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

230 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$283.0M

Location

8750 N Central Expy, Suite 750, Dallas, TX, 75231

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History

Regulatory History (2)

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Regulatory

November 2001

Final

Customer Dispute

July 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Travis is the president of Sovereign Equity Insurance Agency, overseeing the insurance agency for minimal time each month. He also holds president and managing member positions in several other financial services companies, including a broker/dealer, RIA, and consulting service, dedicating significant time to these roles.

Employment History

Current Registrations

Crescent Advisor Group, INC.

November 2003 - Present · 22 yrs 3 mos

Crescent Securities Group, INC.Broker

December 2001 - Present · 24 yrs 2 mos

Previous Registrations

Sovereign Equity Management, INC.

August 2003 - December 2009 · 6 yrs 4 mos

Flexvest Securities Group, INC.Broker

October 1993 - January 2002 · 8 yrs 3 mos

State Registrations21 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.