Unclaimed Profile

Travis Price Alexander

CRUX WEALTH ADVISORS·LONG BEACH, California

SIE, Series 7, Series 6618 years registeredCRUX WEALTH ADVISORS

3444 E. ANAHEIM STREET, LONG BEACH, CA 90804CRD# 5504338Firm CRD# 330731

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Travis Price Alexander · LONG BEACH, CA

Registration

CRD #5504338 · CRUX WEALTH ADVISORS · 18 years registered

Brand Profile

Not yet started

Career History

CRUX WEALTH ADVISORS

Aug 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2016 – Aug 2024

Long Beach, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2008 – Mar 2016

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 26, 2008

Years registered · 18

Disclosure History

2026Customer Dispute·Pending

2026Regulatory·Final

2025Customer Dispute·Pending

2015Customer Dispute·Denied

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CRUX WEALTH ADVISORS

CRD 330731 · SEC 801-130283

AUM

$251M

Regulatory assets under management

Employees

659 client accounts

Services offered by CRUX WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRUX WEALTH ADVISORS →

Introduction

Speak with Travis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Travis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LONG BEACH?

Browse all registered financial advisors in LONG BEACH, California or claim this profile if it's yours.

Browse LONG BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Travis Price Alexander offer?

Travis Price Alexander specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.

What are Travis Price Alexander's credentials?

Travis Price Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis Price Alexander located?

Travis Price Alexander is based in LONG BEACH, California, working with CRUX WEALTH ADVISORS. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Travis Price Alexander charge for services?

Travis Price Alexander's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRUX WEALTH ADVISORS?

CRUX WEALTH ADVISORS has approximately 18 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →