Travis Sollinger (CRD# 2305443) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Pittsburgh, PA and has over 26 years of experience in the finance industry. Travis Sollinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Solenture | Pittsburgh, PA | Nov 2019 - Current | 4 |
Lion Street Financial | Pittsburgh, PA | Nov 2019 - Current | 4 |
Lion Street Advisors | Pittsburgh, PA | Nov 2019 - Current | 4 |
Unemployed | Coraopolis, PA | Sep 2019 - Oct 2019 | < 1 |
Pruco Securities LLC | Pittsburgh, PA | Jun 2019 - Aug 2019 | < 1 |
Citizens Bank | Pittsburgh, PA | Apr 2018 - Mar 2019 | < 1 |
Citizens Securities Inc. | Pittsburgh, PA | Apr 2018 - Mar 2019 | < 1 |
Fort Pitt Capital Group LLC | Pittsburgh, PA | Sep 2015 - Apr 2018 | 2 |
Fort Pitt Capital Group Inc. | Pittsburgh, PA | Aug 1999 - Dec 2015 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
S63 | Uniform Securities State Law Examination | Feb 2019 |
- PA
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Total Assets Under Management2,342MILLIONS
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Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- A percentage of assets under your management
- Hourly charges
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