Travis Marshall, financial advisor Harrisonburg VA

Travis Marshall

CRD Number: 5585403
Current Firm: D.a. Davidson & Company

Travis Marshall (CRD# 5585403) is an Investment Advisor Representative working at D.a. Davidson & Company in Harrisonburg, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Harrisonburg, VA Apr 2021 - Current 2
Truist Investment Services, Inc. Harrisonburg, VA Feb 2021 - Apr 2021 < 1
Bb&t Securities, LLC Harrisonburg, VA Aug 2008 - Feb 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Travis F. Marshall
Phone Number: 406-727-4200
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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