John Travis, financial advisor Augusta GA

John Travis

CRD Number: 5314369
Current Firm: Richard Young Associates, Ltd.

John Travis (CRD# 5314369) is an Investment Advisor Representative working at Richard Young Associates, Ltd. in Augusta, GA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Richard Young Associates, Ltd Augusta, GA Jun 2007 - Current 16
Independent Financial Group San Diego, CA Aug 2010 - Oct 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for John R. Travis
Phone Number: 706-739-0725
Firm Website: http://www.moneymd.net
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    4,349
    ACCOUNTS
  • Average Account Value
    $192,569
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, FL, GA, IL, KY, LA, MD, NC, PA, SC, TN, TX, VA, WA

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