Unclaimed
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.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
TX
07/05/2023 - Present
THE Baker Group, LP (Austin TX)
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
Active
Inactive
F
FINRA
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