Travis
James
Benedict Financial Advisors, Inc
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About this Advisor
Travis James is a financial advisor based in Atlanta, Georgia, working with Benedict Financial Advisors, Inc. Travis has previously held positions at Lpl Financial LLC and Benedict Financial Advisors, Inc. Travis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia, Michigan, and Texas. Currently, Travis is part of Benedict Financial Advisors, Inc, which operates out of Atlanta, Georgia. The firm has 1 office and 7 employees. The firm manages assets totaling $430.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. The fee structure at Benedict Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Benedict Financial Advisors, Inc Brokerage Details
$430,056,651
7
740
$581,158
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Travis James Work History
Lpl Financial LLC
Benedict Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Travis James 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 Benedict Financial Advisors, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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