Austin TravisCRD Number: 7076642
Current Firm: Ameriprise Financial Services, LLC
Austin Travis (CRD# 7076642) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Jackson, TX and has over 3 years of experience in the finance industry.
Cuso Financial Services, LP
Lpl Financial LLC
|Ameriprise Financial Services, Inc.||Lake Jackson, TX||Mar 2019 - Current||3|
|United Ag||El Campo, TX||May 2018 - Mar 2019||< 1|
|Texas A&m University||College Station, TX||Aug 2017 - May 2018||< 1|
|Mack Mcleod, Rancher||Brazoria, TX||May 2009 - Aug 2017||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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