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Travis Alan White

THE Baker Group, LP

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About Travis Alan White

Travis Alan White is a registered representative with The Baker Group, LP in Austin, Texas. Travis Alan White is a licensed investment professional, holding the Series 7TO, SIE and Series 63 securities licenses. Travis Alan White has been in the securities industry since July 4, 2023. The Baker Group, LP is an investment advisor registered with the state of Texas. The Baker Group, LP specializes in developing investment strategies for financial institutions and other institutional investors.

Firm Information

Travis White is currently registered with THE Baker Group, LP. THE Baker Group, LP is a Partnership firm that was formed on May 20, 1992. The firm provides investment strategies for financial institutions and other institutional investors. It is registered with the SEC and in 25 states. The firm has 8 registered representatives and 5 investment adviser representatives.

Not reported

Assets Under Management

2

Total Clients

64

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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investment strategies for financial institutions and other institutional investors

Investment strategies for financial institutions and other institutional investors

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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other

Negotiable fees based on % of investable assets per client

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Travis White’s Registration & Firm History

TX

07/05/2023 - Present

THE Baker Group, LP (Austin TX)

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Licenses & Designations

BC

Issued 06/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Alan White.
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