AdvisorOS Directory
Claim Profile
Unclaimed Profile
PT

Paul Manuel Travis

COMMUNITY FINANCIAL GROUP, INC.·MARLBOROUGH, Massachusetts
Clean recordCOMMUNITY 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Manuel Travis is a registered financial advisor based in MARLBOROUGH, Massachusetts, affiliated with COMMUNITY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Paul

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

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

03

Firm Overview

Firm
COMMUNITY FINANCIAL GROUP, INC.
COMMUNITY FINANCIAL GROUP, INC.
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COMMUNITY FINANCIAL GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2791056
Firm CRD# 129472
View on FINRA BrokerCheck →

Looking for a financial advisor in MARLBOROUGH?

Browse all registered financial advisors in MARLBOROUGH, Massachusetts or claim this profile if it's yours.

Browse MARLBOROUGH AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MARLBOROUGH, Massachusetts

Jonathan Paull Gertler
BIOVENTURES II MANAGEMENT CORPORATION·MARLBOROUGH, MA
Peter Lawrence Feinstein
BIOVENTURES II MANAGEMENT CORPORATION·MARLBOROUGH, MA
Thomas Robert Mellor
WINDHAM CAPITAL GROUP, INC.·MARLBOROUGH, MA
Walter Nmn Gilbert
BIOVENTURES II MANAGEMENT CORPORATION·MARLBOROUGH, MA
James Lousararian
BIOVENTURES II MANAGEMENT CORPORATION·MARLBOROUGH, MA
Marc Evan Goldberg
BIOVENTURES II MANAGEMENT CORPORATION·MARLBOROUGH, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile