Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Allen Harper is a financial advisor at The Colony Group, LLC. Travis has been working in the financial industry for over 10 years. Travis has a strong background in financial planning, portfolio management, and investment management. Travis holds a Series 66 license as well as a Series 7 and SIE. Travis is also a Certified Financial Planner. Travis has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. Travis is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Prior to joining The Colony Group, LLC, Travis worked at Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
OR
03/14/2016 - 03/01/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
04/10/2014 - 02/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CORVALLIS OR)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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