Unclaimed Profile

Mark Forrest Travis

INTREPID CAPITAL MANAGEMENT INC·JACKSONVILLE BEACH, Florida

Series 3, Series 7, Series 24, Series 63, Series 65Clean record31 years registeredINTREPID CAPITAL MANAGEMENT INC

1400 MARSH LANDING PARKWAY STE 106, JACKSONVILLE BEACH, FL 32250CRD# 1353458Firm CRD# 108516

Profile Verification

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

Identity

Mark Forrest Travis · JACKSONVILLE BEACH, FL

Registration

CRD #1353458 · INTREPID CAPITAL MANAGEMENT INC · 31 years registered

Brand Profile

Not yet started

Career History

INTREPID CAPITAL MANAGEMENT INC

Dec 1994 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 16, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTREPID CAPITAL MANAGEMENT INC

CRD 108516 · SEC 801-47894

AUM

$763M

Regulatory assets under management

Employees

569 client accounts

Services offered by INTREPID CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at INTREPID CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Mark Forrest Travis offer?

Mark Forrest Travis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.

What are Mark Forrest Travis's credentials?

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

Where is Mark Forrest Travis located?

Mark Forrest Travis is based in JACKSONVILLE BEACH, Florida, working with INTREPID CAPITAL MANAGEMENT INC. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.

How does Mark Forrest Travis charge for services?

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

How large is INTREPID CAPITAL MANAGEMENT INC?

INTREPID CAPITAL MANAGEMENT INC has approximately 16 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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