Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Michael Scott is an Investment Advisor Representative registered with EP Wealth Advisors and Scott Financial Resources LLC. Travis has been in the industry since January 2014 and is licensed in both Pennsylvania and California. Travis specializes in retirement planning, investment management, and tax preparation. Travis is a Series 65 licensed advisor and is registered in Pennsylvania and California. Travis is also a registered tax preparer and provides tax services for clients of Scott Financial Resources LLC at no additional cost.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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2
PA
04/21/2023 - Present
EP Wealth Advisors (MEDIA PA)
IA
Issued 09/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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