Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Ryan Knutson is a financial advisor who has been in the industry since January 23, 2000. Travis is currently registered with LPL Financial LLC in Brea, CA and Laguna Hills, CA. Travis has been with LPL Financial LLC since July 2011. Prior to joining LPL Financial LLC, Travis worked for Chase Investment Services Corp. from May 2, 2009 to July 8, 2011, WAMU INVESTMENTS, INC. from December 19, 2000 to May 2, 2009, and H&R BLOCK FINANCIAL ADVISORS, INC. from January 17, 2000 to December 11, 2000. Travis is licensed in 18 states and holds a Series 66, 63, 24, 7, 52 and SIE licenses. Travis offers a variety of financial planning services, including retirement planning, college savings planning, and investment management.
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.
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2
CA
03/03/2016 - Present
LPL Financial LLC (BREA CA)
CA
05/02/2009 - 07/08/2011
CHASE INVESTMENT SERVICES CORP. (LAGUNA HILLS CA)
CA
12/19/2000 - 05/02/2009
WAMU INVESTMENTS, INC. (LAGUNA HILLS CA)
MI
01/17/2000 - 12/11/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 06/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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