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 Thompson is a financial advisor registered with Fiduciary Financial Advisors. Travis is based in Grand Rapids, Michigan and has been working in the financial industry since 2021. Travis has a Series 7TO, SIE and Series 66 license. Travis specializes in financial planning and portfolio management for individuals and corporations. Fiduciary Financial Advisors has approximately $555,420,848 in assets under management. The firm specializes in providing financial planning, corporate employee education services and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Corporate employee education 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.
A percentage of the total value of assets under management is charged.
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2
MI
10/29/2021 - Present
Fiduciary Financial Advisors (GRAND RAPIDS MI)
MI
04/24/2021 - 11/04/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (HOLLAND MI)
BOTH
Issued 09/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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