Schwab Private Client Investment Advisory, Inc
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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
Years of Experience
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Schwab Private Client Investment Advisory, Inc Brokerage Details
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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.
Schwab Private Client Inv. Adv., Inc
Charles Schwab Bank
Charles Schwab & Co., Inc
Travis Davis has no disclosures.
Please visit their SEC profile for more details.