Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Kirby is a financial advisor with Raymond James & Associates, Inc. Travis has been in the financial industry for over 10 years. Travis is registered with the state of Texas, as well as Arkansas, Georgia, North Carolina, and Virginia. Travis holds the Series 7 and Series 66 licenses, as well as the SIE exam. Travis previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and VALIC Financial Advisors, Inc. Travis specializes in working with high-net-worth individuals, corporations, and other businesses. Travis also provides financial planning services, portfolio management, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
TX
04/21/2023 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
01/24/2014 - 04/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
06/08/2011 - 05/17/2012
VALIC FINANCIAL ADVISORS, INC. (DALLAS TX)
TX
03/31/2010 - 10/15/2010
EDWARD JONES (GRAND PRAIRIE TX)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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