John Travis, financial advisor Augusta GA
93 score

John Travis

CRD Number: 5314369
Current Firm: Richard Young Associates, Ltd.

John Travis (CRD# 5314369) is an Investment Advisor Representative working at Richard Young Associates, Ltd. in Augusta, GA and has over 10 years of experience in the finance industry.

Similar Advisors
William Henry, financial advisor Augusta GA
William Henry
CRD# 4912781
Stifel, Nicolaus & Company, Incorporated
Score
98
Similar Advisors
Robert Adams, financial advisor Augusta GA
Robert K. Adams
CRD# 4316881
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Raymond Benjamin, financial advisor Augusta GA
Raymond S. Benjamin
CRD# 2855278
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Independent Financial Group San Diego, CA Aug 2010 - Current 6
Richard Young Associates, Ltd Augusta, GA Jun 2007 - Current 9
National Planning Corporation Santa Monica, CA Nov 2009 - Aug 2010 < 1
Main Street Securities, LLC Hays, KS Mar 2007 - Nov 2009 2
Washinton Group International Aiken, SC May 2002 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for John R. Travis
Phone Number: 706-739-0725
Firm Website: http://www.moneymd.net
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    259
    MILLIONS
  • Total Number of Accounts
    1,943
    ACCOUNTS
  • Average Account Value
    $133,402
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, NC, NH, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from John Travis and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.