Unclaimed
Travis Doyle is a financial advisor who has been in the industry since 2001. Travis is currently registered with USAA Investment Services Co. in Texas. Travis has also held previous positions with USAA Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Travis has a diverse background in the financial services industry and is well-equipped to help clients 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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (Plano TX)
TX
05/04/2011 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/16/2008 - 04/08/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/31/2005 - 04/29/2008
AIG FINANCIAL ADVISORS, INC. (FLOWER MOUND TX)
AZ
03/26/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 06/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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