Unclaimed Profile

Travis Nick Duren

CRESCENT ADVISOR GROUP, INC.·PLANO, Texas

SIE, Series 4, Series 7, Series 14, Series 24, Series 63, Series 79TO, Series 99TO22 years registeredCRESCENT ADVISOR GROUP, INC.

4975 PRESTON PARK BLVD., PLANO, TX 75093CRD# 1589445Firm CRD# 115974

Profile Verification

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

Identity

Travis Nick Duren · PLANO, TX

Registration

CRD #1589445 · CRESCENT ADVISOR GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

CRESCENT ADVISOR GROUP, INC.

Nov 2003 – present

SOVEREIGN EQUITY MANAGEMENT, INC.

Aug 2003 – Dec 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 63

Series 79TO

Series 99TO

Registration record

First registered · August 18, 2003

Years registered · 22

Disclosure History

2001Customer Dispute·Settled

2001Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does Travis Nick Duren offer?

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

What are Travis Nick Duren's credentials?

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

Where is Travis Nick Duren located?

Travis Nick Duren 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 Travis Nick Duren charge for services?

Travis Nick Duren'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.

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