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Travis Lee Oglesby

Investment Adviser Representative at AVIDIAN WEALTH SOLUTIONS

Houston, TXCRD #4133270Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Travis Lee Oglesby has worked in the securities industry since 2000. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/22/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 2/21/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/27/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/11/2000
Series 52
Municipal Securities Representative Examination
Passed 2/29/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Avidian Wealth Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVIDIAN WEALTH SOLUTIONSCurrent
6/13/2019Houston, TX
IVY DISTRIBUTORS, INC.
2/28/20054/30/2019Overland Park, KS
WADDELL & REED
7/12/20004/30/2019Overland Park, KS
OLDE DISCOUNT CORPORATION
3/1/20004/7/2000Detroit, MI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Travis Lee Oglesby has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Travis Lee Oglesby - Financial Advisor in Houston, TX | AdvisorFinder