Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Barnes is a financial advisor at LPL Financial LLC. He provides a wide range of services, including financial planning, portfolio management, and consulting. Travis has been in the industry since 1991 and holds the Series 7, Series 6, Series 63, Series 65, and Series 24 licenses. He is also a Certified Financial Planner. Travis is committed to providing personalized financial guidance and helping clients achieve their financial goals. He has extensive experience working with individuals, families, and businesses. Travis is dedicated to building long-term relationships with clients based on trust and transparency. Travis is also affiliated with Independent Advisor Alliance, LLC.
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
FL
08/15/2023 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
05/15/2007 - 10/31/2016
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (TALLAHASSEE FL)
FL
09/29/2005 - 04/24/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (TALLAHASSEE FL)
MA
06/05/1998 - 10/12/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
VT
09/26/1991 - 06/02/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Barnes is the right advisor for you? Invested Better is here to help.
