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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Jonathon Whitaker is an experienced financial advisor who is registered in multiple states and has been in the industry since 2011. He has held various roles with firms like Ameritas Investment Corp., PFS Investments Inc., and Cambridge Investment Research Advisors, Inc. Travis is currently associated with LPL Financial LLC and Cambridge Investment Research Advisors, Inc. Travis holds Series 6, 7TO, 63, and 65 licenses, reflecting his comprehensive understanding of the financial industry. He provides various services such as financial planning, pension consulting, and portfolio management for individuals and businesses. His expertise and dedication make him a valuable resource for clients seeking personalized financial guidance.
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
CA
10/21/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NE
08/03/2017 - 10/10/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CO
08/15/2011 - 06/29/2017
PFS INVESTMENTS INC. (LOVELAND CO)
IA
Issued 02/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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