Unclaimed Profile

Russell Warren Travis

CRESCENT ADVISOR GROUP, INC.·PLANO, Texas

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TOClean record13 years registeredCRESCENT ADVISOR GROUP, INC.

4975 PRESTON PARK BLVD., PLANO, TX 75093CRD# 2759751Firm CRD# 115974

Profile Verification

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

Identity

Russell Warren Travis · PLANO, TX

Registration

CRD #2759751 · CRESCENT ADVISOR GROUP, INC. · 13 years registered

Brand Profile

Not yet started

Career History

CRESCENT ADVISOR GROUP, INC.

Oct 2012 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · October 3, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESCENT ADVISOR GROUP, INC.

CRD 115974 · SEC 801-127131

AUM

$283M

Regulatory assets under management

Employees

467 client accounts

Services offered by CRESCENT ADVISOR GROUP, INC.

Per Form ADV

Financial planning

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

High Net Worth Individuals

View all advisors at CRESCENT ADVISOR GROUP, INC. →

Introduction

Speak with Russell

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

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

Looking for a financial advisor in PLANO?

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

Browse PLANO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Russell Warren Travis offer?

Russell Warren Travis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are Russell Warren Travis's credentials?

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

Where is Russell Warren Travis located?

Russell Warren Travis is based in PLANO, Texas, working with CRESCENT ADVISOR GROUP, INC.. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Russell Warren Travis charge for services?

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

How large is CRESCENT ADVISOR GROUP, INC.?

CRESCENT ADVISOR GROUP, INC. has approximately 17 employees and manages $283M 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 →