Travis Barker, financial advisor Wexford PA
93 score

Travis Barker

CRD Number: 5426190
Current Firm: Hefren-tillotson, Inc.

Travis Barker (CRD# 5426190) is an Investment Advisor Representative working at Hefren-tillotson, Inc. in Wexford, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Hefren Tillotson Pittsburgh, PA Mar 2017 - Current 1
Unemployed Pittsburgh, PA Nov 2016 - Mar 2017 < 1
Lions Gate Wealth Management Wexford, PA Oct 2012 - Nov 2016 4
Bny Mellon Pittsburgh, PA Oct 2010 - Sep 2012 1
Unemployed Pittsburgh, PA Sep 2010 - Oct 2010 < 1
Pancoast Staffing Warrendale, PA Mar 2010 - Sep 2010 < 1
Volt Staffing Pittsburgh, PA Jul 2009 - Mar 2010 < 1
Damon's Grill Pittsburgh, PA Mar 2009 - Jul 2009 < 1
Adecco Staffing Pittsburgh, PA Oct 2008 - Mar 2009 < 1
Unemployed Pittsburgh, PA Aug 2008 - Oct 2008 < 1
Ajilon Finance Pittsburgh, PA Apr 2008 - Aug 2008 < 1
Damon's Grill Pittsburgh, PA Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Travis N. Barker
Phone Number: 412-434-0990
Firm Website: https://www.hefren.com/
Registered State(s):
  • CA
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    7,512
    MILLIONS
  • Total Number of Accounts
    22,446
    ACCOUNTS
  • Average Account Value
    $334,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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