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Matthew Travis

Franklin Distributors, LLC

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About Matthew Travis

Matthew Travis has been in the financial services industry since December 12, 2008. Matthew is currently registered with Franklin Distributors, LLC and is licensed in several states. Matthew has held prior positions with a variety of firms including Resource Securities LLC, ATEL Securities Corporation, D.H. Hill Securities, LLLP, Allied Beacon Partners, Inc., Paladin Realty Securities, LLC and Prospect Financial Advisors, LLC.

Firm Information

Matthew Travis is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

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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Matthew Travis’s Registration & Firm History

MD

12/19/2019 - Present

Franklin Distributors, LLC (BALTIMORE MD)

PA

06/02/2015 - 12/12/2019

RESOURCE SECURITIES LLC (PHILADELPHIA PA)

CA

10/08/2013 - 05/22/2015

ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)

TX

02/06/2012 - 09/26/2013

D.H. HILL SECURITIES, LLLP (KINGWOOD TX)

VA

04/13/2011 - 12/13/2011

ALLIED BEACON PARTNERS, INC. (RICHMOND VA)

CA

11/09/2007 - 06/04/2009

PALADIN REALTY SECURITIES, LLC (PALO ALTO CA)

VA

11/09/2007 - 02/11/2008

PROSPECT FINANCIAL ADVISORS, LLC (FAIRFAX VA)

CA

01/12/2006 - 01/04/2007

ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/11/2006

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Travis.
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