Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis McGann is an investment advisor representative associated with Independent Financial Partners, with offices in Glendale, AZ. Travis has been in the financial services industry since February 2006. Travis has a wide range of experience providing investment advice, financial planning, and pension consulting services to individuals, businesses, and charitable organizations. Travis also offers educational seminars and selection of other advisors. Travis holds Series 6, 7, 63, and 66 securities licenses and has passed the SIE exam. Travis is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
AZ
11/28/2017 - Present
Independent Financial Partners (Glendale AZ)
AZ
11/15/2017 - 05/23/2019
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/03/2011 - 11/24/2017
WELLS FARGO CLEARING SERVICES, LLC (SUN CITY AZ)
AZ
12/04/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
AZ
02/03/2006 - 12/04/2009
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis McGann is the right advisor for you? Invested Better is here to help.
