Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Morrow is an investment advisor representative with LPL Financial LLC and has been in the industry since June 2006. Travis has a wide range of experience, having worked for several financial firms in the Kennewick, WA area. He holds Series 6, 7, 63, and 65 licenses, as well as the SIE. His experience encompasses a variety of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. Travis is registered to provide investment advisory services in Washington and Texas, and is also registered as a broker-dealer in 14 states. Travis is dedicated to helping clients achieve their financial goals and is committed to providing them with personalized service.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
05/07/2024 - Present
LPL Financial LLC (Kennewick WA)
WA
02/16/2011 - 05/03/2024
SECURITIES AMERICA, INC. (KENNEWICK WA)
WA
11/24/2009 - 02/11/2011
QA3 FINANCIAL CORP. (KENNEWICK WA)
WA
08/16/2007 - 11/02/2009
H. BECK, INC. (KENNEWICK WA)
WA
07/18/2007 - 08/28/2007
MULTI-FINANCIAL SECURITIES CORPORATION (KENNEWICK WA)
CA
06/01/2006 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IA
Issued 11/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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