Travis TaylorCRD Number: 5968597
Current Firm: Advice And Planning Services
Travis Taylor (CRD# 5968597) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa||Charlotte, NC||Jun 2013 - Current||4|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Jun 2013 - Current||4|
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2011 - Jun 2013||1|
|Rob Heath State Farm Agency||Charlotte, NC||Feb 2009 - Aug 2011||2|
|Unemployed||Landis, NC||Dec 2008 - Feb 2009||< 1|
|Old Dominion Freight Line||Charlotte, NC||Jun 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV