Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Chick, a Certified Financial Planner, is a registered Investment Advisor Representative with AWM Capital, LLC. Travis has been in the industry since 2014 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Travis specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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TX
10/31/2018 - Present
AWM Capital, LLC (Tyler TX)
TX
07/24/2014 - 11/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TYLER TX)
BOTH
Issued 10/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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