Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis James Davis is a financial advisor with Schwab Wealth Advisory, Inc. in Lone Tree, Colorado. Travis is registered to provide investment advice in 29 states, and holds the Series 7, 63, and 66 licenses. Travis has been in the financial industry since 2008. In addition to providing investment advice, Travis offers financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
IN
10/03/2006 - 10/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MO
07/25/2006 - 09/05/2006
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Travis Davis is the right advisor for you? Invested Better is here to help.
