Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Zorrilla is a financial advisor registered in 49 states. Travis is a Registered Representative of Dimensional Fund Advisors LP, a firm with over 245 investment advisor representatives and 516 registered representatives. Travis has been in the industry since October 2018. Travis' primary focus is providing portfolio management services to individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/07/2019 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 01/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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