Travis Bryant, financial advisor Henrico VA
90 score

Travis Bryant

CRD Number: 6273789
Current Firm: Edelman Financial Services, LLC

Travis Bryant (CRD# 6273789) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Henrico, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edelman Financial Services, LLC Fairfax, VA Aug 2016 - Current 1
Ef Legacy Securities, LLC Henrico, VA Aug 2016 - Current 1
Td Ameritrade Glen Allen, VA Nov 2013 - Aug 2016 2
Wells Fargo Bank Richmond, VA Apr 2013 - Nov 2013 < 1
Snagajob Inc. Glen Allen, VA Jul 2011 - Mar 2013 1
Koofers Inc. Reston, VA Jan 2009 - Oct 2012 3
Moseley Real Estate School Roanoke, VA Jan 2010 - Jun 2010 < 1
Virginia Tech Blacksburg, VA Aug 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Travis W. Bryant
Phone Number: 703-818-0800
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    21,360
    MILLIONS
  • Total Number of Accounts
    85,125
    ACCOUNTS
  • Average Account Value
    $250,931
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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