Travis Johnson, financial advisor Mill Creek WA

Travis Johnson

CRD Number: 7035529
Current Firm: The Retirement Solution LLC

Travis Johnson (CRD# 7035529) is an Investment Advisor Representative working at The Retirement Solution LLC in Mill Creek, WA and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
The Retirement Solution Redmond, WA Jun 2022 - Current 1
The Retirement Solution Inc. Redmond, WA Nov 2019 - Jun 2022 2
Merrill Lynch, Pierce, Fenner & Smith Incorporate Bellevue, WA Oct 2018 - Nov 2019 1
Bank Of America Sammamish, WA Oct 2015 - Oct 2018 3
2020 Companies Bellevue, WA Oct 2015 - Dec 2015 < 1
University Of Washington Bothell, WA Jun 2012 - Sep 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Travis Johnson
By the Numbers
  • Total Assets Under Management
    475
    MILLIONS
  • Total Number of Accounts
    2,728
    ACCOUNTS
  • Average Account Value
    $174,216
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA

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