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John Randolph Travis

Richard Young Associates, Ltd.

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About John Randolph Travis

John Randolph Travis is an investment advisor representative with Richard Young Associates, Ltd. based in Augusta, Georgia. John is a registered Investment Advisor Representative in Georgia. John has been in the financial services industry since 2007. John has passed the Series 7, Series 63, and Series 65 exams. John's professional experience includes work with Independent Financial Group, LLC, National Planning Corporation, and Main Street Securities, LLC.

Firm Information

John Travis is currently registered with Richard Young Associates, Ltd.. Richard Young Associates, Ltd. is an investment advisor headquartered in Augusta, GA. They provide financial planning and portfolio management services to individuals and businesses, with a focus on high-net-worth individuals and those seeking retirement planning advice. They also offer educational seminars and have over $837 million in regulatory assets under management.
Richard Young Associates, Ltd.

205 HUDSON TRACE

AUGUSTA, GA 30907

$837.48M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Travis’s Registration & Firm History

GA

06/29/2010 - Present

Richard Young Associates, Ltd. (AUGUSTA GA)

GA

08/05/2010 - 09/30/2016

INDEPENDENT FINANCIAL GROUP, LLC (AUGUSTA GA)

GA

11/02/2009 - 07/30/2010

NATIONAL PLANNING CORPORATION (AUGUSTA GA)

GA

04/18/2007 - 11/03/2009

MAIN STREET SECURITIES, LLC (AUGUSTA GA)

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Licenses & Designations

IA

Issued 03/30/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Randolph Travis.
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