Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis William Turner is a financial advisor at Charles Schwab & CO., Inc. based in Sacramento, CA. Travis has been in the financial industry since April 7, 1995, and has experience working with several firms including TD Ameritrade, Inc., Scottrade, Inc., and Edward D. Jones & Co., L.P. Travis holds the Series 6, 7, 24, 52TO, 53, 63 and 66 licenses and has been a Registered Representative in several states. Travis also owns and operates a rental business which involves renting out an RV.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/11/2022 - Present
Charles Schwab & CO., Inc. (Sacramento CA)
CA
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Sacramento CA)
MO
09/22/1997 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
09/29/1995 - 08/11/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MN
11/21/1994 - 06/23/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 05/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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