Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Aiken is a financial advisor at LPL Financial LLC. Travis has been in the financial services industry since 2021 and is licensed to provide investment advice in South Carolina. Travis has experience working with individuals, high-net-worth individuals, families, businesses, corporations, pension and profit-sharing plans, charitable organizations, investment clubs, and state or municipal government entities. Travis is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management services.
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
SC
08/27/2024 - Present
LPL Financial LLC (Greenwood SC)
NC
05/12/2023 - 06/12/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
01/20/2023 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
03/15/2021 - 12/16/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
IA
Issued 03/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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