Travis
Dougherty

Lincoln Financial Advisors Corporation

CRD#4264760
Investment Advisor
in Portland, OR
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About this Advisor

Travis Dougherty is a financial advisor who works in Portland, Oregon, with a total of 10 years of work experience. Dougherty works at Lincoln Financial Advisors Corporation. Over the course of their career, Dougherty has held roles at Lincoln Financial Distributors, Inc, Edward Jones, Midland National Life, Sammons Securities Company, LLC, Lincoln Financial Advisors and Sammons Financial Network, LLC. Dougherty has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Texas and Oregon. Lincoln Financial Advisors Corporation is a business based in Portland, Oregon. The company has offices in 412 locations and a total of 2,080 employees. It handles $20 billion in assets under management among its 63,280 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 68 charitable organizations. Of its 63,280 accounts, just 9% are held by high-net-worth investors who have more than $1 million in investable assets. Lincoln Financial Advisors Corporation provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on the services offered. Fees billed by Lincoln Financial Advisors Corporation can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

9755 Southwest Barnes Road Suite 390
Portland, OR 97225

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

OR Average: $1,347,246,178
Total Number of Employees

1,995

OR Average: 46
Total Number of Accounts

73,971

OR Average: 1,775
Average Account Size

$301,270

OR Average: $759,012

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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
  • Other

Travis Dougherty Work History

Travis has 10 years of experience.

2015 - Present (4 years)

Lincoln Financial Advisors

2014 - 2015 (1 year)

Sammons Financial Network, LLC

2013 - 2015 (2 years)

Midland National Life

2013 - 2014 (1 year)

Sammons Securities Company, LLC

2012 - 2013 (1 year)

Edward Jones

2008 - 2012 (4 years)

Lincoln Financial Distributors, Inc

Disclosures

Travis Dougherty has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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