Travis Moore, MBA, CFP®, AAMS®

Managing Principal
Summerville Office

Professional Background

Travis' client base stretches across the country, with a healthy concentration of clients in South Carolina. A specialist in goals-based investment planning, individual retirement accounts, and asset protection, he prides himself on delivering a highly personalized investor experience.

Educational Background

  • Master of Business Administration, MBA, Charleston Southern University
  • Bachelor of Business Administration (Cum Laude), BBA, Marshall University
  • Certified Financial Planner Education Program, College of Charleston

Professional Marks


FINRA Examinations

  • Series 66 -  Uniform Combined State Law Examination  Dec. 29, 2006
  • Series 63 - Iniform Securities Agent State Law Examination  Dec. 2, 2004
  • SIE - Securities Industry Essentials Examination  Oct. 1, 2018
  • Series 7 - General Securities Representative Examination  Nov. 29, 2004
  • Series 24 - General Securities Principal Examination  April 30, 2015

Personal and Community

Outside of the office, Travis enjoys spending time with his family. He is married to Melissa Burton Moore of Radford, Virginia and they have two children.

Phone 843-875-2133 ext.11
Fax 843-875-1093