Travis
James

Benedict Financial Advisors, Inc

CRD#4297837
Investment Advisor
in Atlanta, GA
Are you Travis James? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Travis James is a certified financial planner based in Atlanta, Georgia, who has been in the financial industry for 18 years. James is an employee of Benedict Financial Advisors, Inc. Throughout their career, James has worked at Lpl Financial LLC and Benedict Financial Advisors, Inc. James maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Michigan. Benedict Financial Advisors, Inc is an advisory business that has its headquarters in Atlanta, Georgia. The investment advisory business has a total of six employees. It manages $254 million in assets among its 571 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 571 customer accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets. Benedict Financial Advisors, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial management fees typically are based on the type of services offered. Fees charged by Benedict Financial Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6000 Lake Forrest Drive Suite 550
Atlanta, GA 30328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Benedict Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$240,417,585

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

593

GA Average: 1,608
Average Account Size

$405,426

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Travis James Work History

Travis has 18 years of experience.

2001 - Present (18 years)

Lpl Financial LLC

2000 - Present (19 years)

Benedict Financial Advisors, Inc

Disclosures

Travis James has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started