Unclaimed Profile

Travis Lee Hornsby

SLP WEALTH LLC·DURHAM, North Carolina

SIE, Series 7, Series 63CFP CFAClean record3 years registeredSLP WEALTH LLC

555 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 6094394Firm CRD# 325631

Profile Verification

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

Identity

Travis Lee Hornsby · DURHAM, NC

Registration

CRD #6094394 · SLP WEALTH LLC · 3 years registered

Brand Profile

Not yet started

Career History

SLP WEALTH

Apr 2023 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · April 28, 2023

Years registered · 3

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLP WEALTH LLC

CRD 325631 · SEC 801-127646

AUM

$9M

Regulatory assets under management

Employees

230 client accounts

Services offered by SLP WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLP WEALTH LLC →

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 DURHAM?

Browse all registered financial advisors in DURHAM, North Carolina or claim this profile if it's yours.

Browse DURHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Travis Lee Hornsby offer?

Travis Lee Hornsby specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Travis Lee Hornsby's credentials?

Travis Lee Hornsby holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Travis Lee Hornsby located?

Travis Lee Hornsby is based in DURHAM, North Carolina, working with SLP WEALTH LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Travis Lee Hornsby charge for services?

Travis Lee Hornsby'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 SLP WEALTH LLC?

SLP WEALTH LLC has approximately 25 employees and manages $9M 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 →