Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Dougherty is a financial advisor with over 17 years of experience in the industry. Travis is currently registered with OneAmerica Securities, Inc. in Oregon and Washington. Prior to joining OneAmerica Securities, Inc., Travis worked at MML Investors Services, LLC. Travis has worked at several other firms over the years, including Lincoln Financial Advisors Corporation, Sammons Financial Network, LLC, Sammons Securities Company, LLC, Edward Jones, Lincoln Financial Distributors, Inc., BANC of America Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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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2
OR
05/03/2023 - Present
Oneamerica Securities, Inc. (Portland OR)
OR
08/11/2022 - 04/10/2023
MML INVESTORS SERVICES, LLC (LAKE OSWEGO OR)
CA
05/19/2015 - 07/11/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IA
07/02/2014 - 03/31/2015
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
OR
03/25/2013 - 07/02/2014
SAMMONS SECURITIES COMPANY, LLC (PORTLAND OR)
OR
05/30/2012 - 02/19/2013
EDWARD JONES (OREGON CITY OR)
PA
08/05/2008 - 05/31/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
OR
01/05/2006 - 07/15/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
MN
09/28/2000 - 03/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/2000 - 03/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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