Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis R. Godley is a financial advisor with Prospera Financial Services, Inc. Travis has been in the financial services industry since June 1999. Travis has been registered with Prospera Financial Services, Inc. since February 2017. Travis holds the Series 7, Series 63, Series 65, Series 99TO, and SIE licenses. Travis has a total of 26 years of experience in the financial services industry. Travis has been registered with UBS Financial Services Inc. and Edward Jones in the past. Travis is also a board member of Hospice of Acadiana. Travis is registered to offer investment advice in Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Mississippi, New Mexico, North Carolina, Ohio, Oklahoma, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, and Washington.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
02/09/2017 - Present
Prospera Financial Services, Inc. (Lafayette LA)
LA
04/27/2012 - 02/23/2017
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
06/09/1999 - 05/01/2012
EDWARD JONES (LAFAYETTE LA)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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