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Travis J Mott

Schwab Wealth Advisory, Inc.

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About Travis J Mott

Travis Mott is a financial advisor registered with Schwab Wealth Advisory, Inc. Travis has been in the financial industry since 2004 and has been with Schwab Wealth Advisory since 2018. He is a Certified Financial Planner and has a Series 6, 7, 24, 63, and 65 licenses. Prior to joining Schwab Wealth Advisory, Travis was with USAA Financial Advisors, Inc. and USAA Investment Management Company. Travis specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Travis Mott is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Travis Mott’s Registration & Firm History

AZ

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

09/10/2007 - 10/10/2017

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

06/06/2005 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

PA

12/09/2004 - 05/10/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

OH

02/23/2004 - 01/10/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

NJ

03/18/2003 - 09/19/2003

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 09/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Travis J Mott.
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