Travis Bashore, financial advisor Columbus OH
93 score

Travis Bashore

CRD Number: 5511597
Current Firm: Valic Financial Advisors, Inc.

Travis Bashore (CRD# 5511597) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Columbus, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors Independence, OH Oct 2014 - Current 2
Fidelity Investments Covington, KY Feb 2008 - Oct 2014 6
Bon-ton Stores Inc. Beavercreek, OH Nov 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Travis R. Bashore
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • IN
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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