Travis
Davis

Schwab Private Client Investment Advisory, Inc

CRD#4809008
Investment Advisor
in Orlando, FL
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About this Advisor

Travis Davis is a certified financial planner based out of Orlando, Florida, who has been in the industry for 10 years. Davis currently works for Schwab Private Client Investment Advisory, Inc. Over the course of their career, Davis has held roles at Charles Schwab & Co., Inc, Charles Schwab Bank and Schwab Private Client Inv. Adv., Inc. Davis has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to work in Florida and Indiana. Schwab Private Client Investment Advisory, Inc is an advisory firm that has its headquarters in Orlando, Florida. It has offices in 10 locations and a total of 598 employees. It has $90 billion in assets across its 108,791 accounts, making it one of the biggest firms in the nation by assets under management. Of its 108,791 customer accounts, 66% belong to high-net-worth clients who have at least $1 million in investable assets. Schwab Private Client Investment Advisory, Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on the type of services provided. Fee types charged by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Travis Davis Work History

Travis has 10 years of experience.

2012 - Present (7 years)

Schwab Private Client Inv. Adv., Inc

2011 - 2011 (0 years)

Charles Schwab Bank

2008 - Present (11 years)

Charles Schwab & Co., Inc

Disclosures

Travis Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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