John
Travis
Richard Young Associates, LTD
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About this Advisor
John Travis is a financial advisor based in Augusta, Georgia, working with Richard Young Associates, LTD. John has previously held positions at Richard Young Associates, LTD and Independent Financial Group. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, John is part of Richard Young Associates, LTD, which operates out of Augusta, Georgia. The firm has 15 employees and manages assets totaling $837.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Richard Young Associates, LTD includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Richard Young Associates, LTD Brokerage Details
$837,480,766
15
4,349
$192,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
John Travis Work History
Richard Young Associates, LTD
Independent Financial Group
Disclosures
Please visit the SEC profile of John Travis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Richard Young Associates, LTD
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
Augusta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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