Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Harris, an active advisor with a career in the financial industry since 1998, is registered with LPL Financial LLC. With experience in various roles at Lincoln Financial Securities Corporation and VOYA Financial Advisors, Inc., Travis has expertise in financial planning, investment management, and insurance. Travis is registered in several states, including Iowa, Colorado, Florida, Georgia, Illinois, Indiana, Minnesota, Missouri, Nebraska, and Ohio, enabling Travis to provide comprehensive financial guidance to a wide range of clients.
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
IA
05/16/2024 - Present
LPL Financial LLC (Bloomfield IA)
IA
04/13/2015 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BLOOMFIELD IA)
IA
01/01/2004 - 04/16/2015
VOYA FINANCIAL ADVISORS, INC. (BLOOMFIELD IA)
IA
11/11/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 07/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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