Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Langdon is a financial advisor at Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Travis has over 20 years of experience in the financial services industry. Travis provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Travis has a Series 7, Series 24, and Series 66 securities license as well as a Series 63 license, and has passed the SIE exam. Travis is registered to provide advisory services in Arizona, Florida, Indiana, Kentucky, South Carolina, Texas, and Virginia. Travis is also registered as an Investment Advisor Representative in Kentucky.
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.
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.
1
2
KY
01/19/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
09/30/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
03/24/2005 - 10/08/2021
LPL FINANCIAL LLC (LOUISVILLE KY)
MO
05/30/2001 - 03/29/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Langdon is the right advisor for you? Invested Better is here to help.
