Avantax Advisory Services
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About this Advisor
Travis Rivers is a financial advisor who works out of Mccordsville, Indiana, with a total of 9 years of relevant experience. Rivers works at Avantax Advisory Services. Throughout their career, Rivers has worked at Avantax Investment Services, Inc, Robert C. Winters Professional Corporation, Blue & Co, LLC, Avantax Advisory Services, Winters Cpa Group LLC, Avantax Insurance Agency, LLC and Rfs, Lllc. Rivers maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Avantax Advisory Services is a business headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets under management among its 123,393 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Avantax Advisory Services performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management are based on which services the firm provides the client. Fee types billed by Avantax Advisory Services can include asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Travis Rivers Work History
Travis has been registered as a financial advisor for 9 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Winters Cpa Group LLC
Avantax Investment Services, Inc
Robert C. Winters Professional Corporation
Blue & Co, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Travis Rivers 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 Avantax Advisory Services
Ann Arbor, MI
Ann Arbor, MI
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