Travis Whitmore (CRD# 6335822) is an Investment Advisor Representative working at Edward Jones in North Liberty, IA and has over 9 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jun 2014 - Current | 9 |
Private Hitting Lessons | Burlington, IA | Sep 2012 - Current | 11 |
Burlington Community School District | Burlington, IA | Sep 2012 - Jun 2014 | 1 |
West Burlington Community School District | West Burlington, IA | Sep 2012 - Jun 2014 | 1 |
Notre Dame High School | Burlington, IA | Sep 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- IA
- TX
-
Total Assets Under Management593,127MILLIONS
-
Total Number of Accounts4,558,331ACCOUNTS
-
Average Account Value$130,119
- A percentage of assets under your management
- Other
- 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)
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, WY
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