Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Gerald Echols is a financial advisor at JT Stratford, LLC. Travis has over 20 years of experience in the financial services industry. Travis has been registered with the state of Georgia since 2022. Travis holds the Series 66 and Series 7 licenses. Before joining JT Stratford, LLC, Travis was employed by INVESTORS CAPITAL CORP. in Lynnfield, MA, WACHOVIA SECURITIES, LLC in St. Louis, MO, AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, MN, and IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Travis specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Travis has also provided consulting services to charitable organizations and pension and profit sharing plans.
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.
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 agreement
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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GA
06/17/2022 - Present
JT Stratford, LLC (Cumming GA)
MA
06/18/2004 - 11/07/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MO
10/17/2003 - 01/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
01/28/2002 - 10/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/28/2002 - 10/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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