Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Robert Hensley is an investment advisor representative at LPL Financial LLC and has been in the financial services industry since 1997. He has been registered with LPL Financial LLC since 2024. Travis Robert Hensley is also currently registered with the state of Utah and previously worked for CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC, FIDELITY BROKERAGE SERVICES LLC. Travis Robert Hensley is a graduate of Utah State University. Travis Robert Hensley holds Series 7, Series 6, Series 63, Series 66, Series 9 and Series 10 licenses. Travis Robert Hensley has also obtained the SIE designation. Travis Robert Hensley specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars to clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
09/10/2024 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
04/08/2010 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Cottonwood Heights UT)
UT
07/08/2009 - 03/12/2010
E*TRADE SECURITIES LLC (SANDY UT)
UT
12/15/2005 - 06/25/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
RI
07/29/1996 - 11/03/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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