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Paul Manuel Travis

COMMUNITY FINANCIAL GROUP, INC.·MARLBOROUGH, Massachusetts
Series 6, Series 7, Series 63, Series 65, Series 66Clean record22 years registeredCOMMUNITY FINANCIAL GROUP, INC.
201 BOSTON POST ROAD WEST, MARLBOROUGH, MA 01752CRD# 2791056Firm CRD# 129472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Manuel Travis · MARLBOROUGH, MA
Registration
CRD #2791056 · COMMUNITY FINANCIAL GROUP, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

COMMUNITY FINANCIAL GROUP, INC.
Dec 2003 – present
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.
Jan 2004 – Aug 2004
MARLBOROUGH, MA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · December 12, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMMUNITY FINANCIAL GROUP, INC.
CRD 129472 · SEC 801-62776
AUM
$35M
Regulatory assets under management
Employees
1
173 client accounts
Services offered by COMMUNITY FINANCIAL GROUP, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COMMUNITY FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does Paul Manuel Travis offer?
Paul Manuel Travis specializes in Investment Management, Wealth Management. Contact their office in MARLBOROUGH, Massachusetts for a consultation.
What are Paul Manuel Travis's credentials?
Paul Manuel Travis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Manuel Travis located?
Paul Manuel Travis is based in MARLBOROUGH, Massachusetts, working with COMMUNITY FINANCIAL GROUP, INC.. Their office serves clients in the MARLBOROUGH metropolitan area and surrounding communities.
How does Paul Manuel Travis charge for services?
Paul Manuel Travis'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 COMMUNITY FINANCIAL GROUP, INC.?
COMMUNITY FINANCIAL GROUP, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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