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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Travis is an investment advisor representative at Richard Young Associates, Ltd., and has been with the firm since June 2014. John Travis holds a Series 65 license and is a Certified Financial Planner. John Travis has experience working with high-net-worth individuals, individuals, and charitable organizations. John Travis's firm specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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GA
05/10/2018 - Present
Richard Young Associates, Ltd. (AUGUSTA GA)
IA
Issued 04/27/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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