Unclaimed
Travis Sawyer is a financial advisor with LPL Financial LLC. Travis has been working in the financial services industry since February 2015 and has been registered with LPL Financial LLC since July 2021. Previously, Travis was registered with Waddell & Reed. Travis is licensed to sell securities in 22 states and has obtained the Series 66, Series 7 and SIE exams. Travis is also a registered Investment Advisor in Kansas and Texas. The Abilene Financial Advisors Group DBA for LPL business is an entity for LPL business. Travis is a member of the Abilene Area Chamber of Commerce. Travis has a specialization in providing financial advice to individuals, corporations, high net worth individuals, insurance companies, pension and profit sharing plans, investment companies, and charitable organizations. Travis has experience in providing a variety of financial services, including financial planning, portfolio management, and retirement planning. Travis is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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
KS
07/21/2021 - Present
LPL Financial LLC (ABILENE KS)
KS
02/10/2015 - 07/21/2021
WADDELL & REED (ABILENE KS)
BOTH
Issued 03/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Sawyer is the right advisor for you? Invested Better is here to help.