linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Travis David Carter

Insight Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Travis? Claim Your Profile

About Travis David Carter

Travis Carter is a financial advisor with Insight Wealth Partners, a firm based in Plano, Texas. Travis has been in the industry since 1994 and holds the Series 7 and Series 63 licenses. Travis specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Travis also manages real estate through 3333 Premier Properties, LLC. Travis Carter's expertise and experience make him a valuable resource for individuals and businesses seeking financial advice.

Firm Information

Travis Carter is currently registered with Insight Wealth Partners. Insight Wealth Partners is an investment advisory firm located in PLANO, TX. The firm has 12 licensed agents and 13 investment adviser representatives. It manages $789,957,931 in regulatory assets under management, with a majority of those assets being discretionary. The firm offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth.
Insight Wealth Partners

3333 PREMIER DRIVE

PLANO, TX 75023

$789.96M

Assets Under Management

30

Total Clients

14

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Travis Carter’s Registration & Firm History

TX

06/08/2010 - Present

Insight Wealth Partners (PLANO TX)

TX

03/02/1994 - 06/07/2010

AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)

MN

03/02/1994 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Travis David Carter is right for you?

Licenses & Designations

BC

Issued 03/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis David Carter.
Not sure if Travis David Carter is right for you?