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Travis Bryan Floyd

Advisor Resource Council

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About Travis Bryan Floyd

Travis Floyd is a financial advisor who has been in the industry since 2009. He is currently registered with Advisor Resource Council and has been with them since 2018. Travis Floyd has previously worked with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and EDWARD JONES. He has a Series 66, Series 7 and SIE license. Travis Floyd specializes in providing financial planning, pension consulting, and portfolio management services for individuals.

Firm Information

Travis Floyd is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Travis Floyd’s Registration & Firm History

TX

07/26/2018 - Present

Advisor Resource Council (Southlake TX)

TX

10/01/2012 - 11/09/2017

J.P. MORGAN SECURITIES LLC (KELLER TX)

TX

05/24/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (ROANOKE TX)

OK

12/01/2009 - 04/27/2011

EDWARD JONES (NORMAN OK)

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Licenses & Designations

BOTH

Issued 12/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Bryan Floyd.
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