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Travis Matthew James

Benedict Financial Advisors, Inc.

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About Travis Matthew James

Travis Matthew James has been an active financial advisor since 2002. Travis has a background in both broker-dealer and investment advisor registrations. Travis is a Certified Financial Planner and is registered to provide investment advice in Georgia, Michigan, and Texas. Travis is currently affiliated with Benedict Financial Advisors, Inc. in Atlanta, GA.

Firm Information

Travis James is currently registered with Benedict Financial Advisors, Inc.. Benedict Financial Advisors, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission, headquartered in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They serve a diverse clientele, including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $430,056,651 in assets for 740 accounts. They offer a wrap fee program.
Benedict Financial Advisors, Inc.

6000 LAKE FORREST DRIVE

ATLANTA, GA 30328-5901

$430.06M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Travis James’s Registration & Firm History

GA

08/07/2022 - Present

Benedict Financial Advisors, Inc. (ATLANTA GA)

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Licenses & Designations

IA

Issued 09/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Travis Matthew James. Review regulatory record here.
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