Unclaimed
Travis Hunter Clarke is a financial advisor with LPL Financial LLC. Travis has been in the financial industry since 2009. Prior to joining LPL Financial LLC, Travis worked at UBS FINANCIAL SERVICES INC. Travis holds the Series 7, Series 66, and SIE licenses. Travis is registered in 20 states and is also an Investment Advisor Representative. Travis is a licensed financial advisor in Virginia. The primary office location is in ALEXANDRIA, VA. Travis also works from offices in LAKE RIDGE, VA, WOODBRIDGE, VA, CENTREVILLE, VA, BURKE, VA, DUMFRIES, VA, ALEXANDRIA, VA, MANASSAS, VA, and ALEXANDRIA, VA.
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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2
VA
01/08/2013 - Present
LPL Financial LLC (ALEXANDRIA VA)
VA
01/07/2009 - 09/11/2012
UBS FINANCIAL SERVICES INC. (VIENNA VA)
BOTH
Issued 04/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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