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Travis Nick Duren

Crescent Advisor Group, INC.
32 Years of Experience
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Firm Information

Crescent Advisor Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M

Fee Structure

This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.

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Areas of Practice
Investment Management

Advisor Information

Office location

8750 N Central Expy, Suite 750, Dallas, TX, 75231

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Regulatory History (2)
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Regulatory
November 2001
Final
Customer Dispute
July 2001
Settled
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Other Business ActivitiesSells Insurance

Travis is the president of Sovereign Equity Insurance Agency, overseeing the insurance agency for minimal time each month. He also holds president and managing member positions in several other financial services companies, including a broker/dealer, RIA, and consulting service, dedicating significant time to these roles.

Employment History
Current Registrations
Crescent Advisor Group, INC.
November 2003 - Present · 22 yrs 2 mos
Crescent Securities Group, INC.Broker
December 2001 - Present · 24 yrs 1 mo
Previous Registrations
Sovereign Equity Management, INC.
August 2003 - December 2009 · 6 yrs 4 mos
Flexvest Securities Group, INC.Broker
October 1993 - January 2002 · 8 yrs 3 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.