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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 L. Withers is an investment advisor representative with LPL Financial LLC. Travis has been in the industry since 2004. Prior to joining LPL Financial, Travis worked for WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., and MORGAN STANLEY DW INC. Travis holds a Series 66, SIE, Series 31, and Series 7 license. Travis is registered to provide investment advice in Arizona, California, Idaho, Missouri, Nevada, New Mexico, Oregon, Pennsylvania, Utah and Washington. Travis specializes in providing investment advice to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
OR
12/19/2011 - Present
LPL Financial LLC (POWELL BUTTE OR)
OR
01/01/2008 - 12/19/2011
WELLS FARGO ADVISORS, LLC (SALEM OR)
OR
10/05/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SALEM OR)
NY
01/14/2004 - 10/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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