David TravisCRD Number: 5056057
Current Firm: Lpl Financial LLC
David Travis (CRD# 5056057) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, IL and has over 14 years of experience in the finance industry.
Private Advisor Group, LLC
Advanced Trader Investment Advisors, LLC
Horace Mann Investors, Inc.
|Lpl Financial LLC||Springfield, IL||Jun 2020 - Current||1|
|Mml Investors Services, LLC||Springfield, IL||Mar 2017 - Jun 2020||3|
|Metlife Securities Inc.||Springfield, IL||Jan 2013 - Mar 2017||4|
|J.p. Morgan Securities LLC||Springfield, IL||Oct 2012 - Jan 2013||< 1|
|Chase Investment Services Corp||Springfield, IL||Apr 2010 - Jan 2013||2|
|Springfield Baseball And Softball Academy||Springfield, IL||Apr 2009 - Jan 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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)
- Educational seminars/workshops
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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