Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Carver is a financial advisor with LPL Financial LLC. Travis has been working in the financial industry since 2014. Travis is a registered representative of LPL Financial LLC and holds the following FINRA registrations: Series 6, Series 7, Series 24, Series 26, Series 52, Series 53 and Series 66. Travis provides financial planning and portfolio management services to individuals and businesses. Travis is also licensed to sell insurance in Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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SC
07/28/2021 - Present
LPL Financial LLC (FORT MILL SC)
KS
07/17/2014 - 08/04/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 11/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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