Unclaimed
Travis Sparkman is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc. Travis has been in the industry since September 4, 2017, and is licensed in 12 states. Travis holds the Series 63, Series 65, Series 7 and SIE licenses. Travis has been with Raymond James Financial Services Advisors, Inc. since November 2024. Travis is also the CEO of Sparkman Wealth 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
11/18/2024 - Present
Raymond James Financial Services Advisors, Inc. (Austin TX)
IA
Issued 02/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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