Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Mitchell is a financial advisor with over 29 years of experience in the financial services industry. Travis is currently registered with Avantax Advisory Services, Cetera Investment Advisers LLC, and Avantax Planning Partners, Inc. Travis has a wide range of experience in financial planning, portfolio management, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
07/08/2024 - Present
Avantax Advisory Services (ATLANTA GA)
GA
12/09/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ATLANTA GA)
GA
12/09/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
12/09/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ATLANTA GA)
GA
12/09/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (Atlanta GA)
GA
12/09/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (ATLANTA GA)
GA
12/09/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (Atlanta GA)
FL
08/13/2013 - 11/19/2015
PNC INVESTMENTS (WESLEY CHAPEL FL)
PA
11/12/2012 - 08/02/2013
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
NJ
06/21/2010 - 12/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
GA
04/18/2008 - 02/02/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (ATLANTA GA)
GA
12/14/2007 - 04/03/2008
GPC SECURITIES, INC. (ATLANTA GA)
NY
11/15/2007 - 04/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KY
12/16/1991 - 05/17/2007
PFS INVESTMENTS INC. (FLORENCE KY)
BOTH
Issued 10/11/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Mitchell is the right advisor for you? Invested Better is here to help.
