Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Dauchy is a financial advisor with over 20 years of experience in the industry. Travis has a strong background in investment advising, with previous roles at USAA Financial Advisors, Inc., AXA Advisors, LLC, and Banc of America Investment Services, Inc. Travis is currently registered with Atlas Private Wealth Advisors, LLC and offers investment advisory services through the firm. Travis holds several licenses and designations including a Series 7, Series 24, and Series 66, along with Certified Financial Planner designation. Travis is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial 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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2
FL
11/18/2020 - Present
Atlas Private Wealth Advisors (Ponte Vedra Beach FL)
CA
06/08/2011 - 07/22/2016
USAA FINANCIAL ADVISORS, INC. (IRVINE CA)
NJ
11/01/2007 - 05/31/2011
AXA ADVISORS, LLC (EDISON NJ)
NJ
10/20/2004 - 08/29/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)
NY
11/18/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MN
07/26/2000 - 10/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/26/2000 - 10/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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