Mark
Travis
Swbc Investment Company
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About this Advisor
Mark Travis is a financial advisor based in San Antonio, Texas with 12 years of industry experience. Travis works at Swbc Investment Company. They have been an employee of Swbc Investment Company for the entirety of their career. Travis holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Swbc Investment Company is a financial advisory firm that has its headquarters in San Antonio, TX. The firm has offices in 14 locations and a total of 45 financial advisors. It manages $380 million in assets under management among its 340 client accounts, making it one of the larger firms in the country by assets under management. Of its 340 client accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on which service is provided. Fee types billed by Swbc Investment Company can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Swbc Investment Company Brokerage Details
$380,146,900
45
340
$1,118,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Travis Work History
Mark has been registered as a financial advisor for 12 years.*
Swbc Investment Services
*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.
Disclosures
Please visit the SEC profile of Mark 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 Swbc Investment Company
Dayton, NJ
San Antonio, TX
San Antonio, TX
San Antonio, TX
Richardson, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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