Travis
Washington
Lion Street Advisors, LLC
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About this Advisor
Travis Washington is a financial advisor operating in Austin, Texas who has 1 year of relevant experience. Washington is an employee of Lion Street Advisors, LLC. Throughout their career, they have worked at Freeman, Merrill Lynch, Pierce, Fenner & Smith Inc, Physicians Mutual Insurance Company, One Life America, Farm Bureau Financial Services, Bank Of America, N.A, Lion Street Financial, Nabity Business Advisors and Lion Street Advisors. Washington has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska. Lion Street Advisors, LLC is a financial advisory firm that has its headquarters in Austin, TX. The company has offices in 27 locations and a total of 146 people on staff. It handles $1 billion in total assets across its 4,709 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 4,709 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm performs 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 management fee schedules typically are based on which service is provided. However, fees charged by Lion Street Advisors, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
Travis Washington Work History
Travis has been registered as a financial advisor for 1 years.*
Lion Street Financial
Nabity Business Advisors
Lion Street Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Physicians Mutual Insurance Company
Freeman
One Life America
Farm Bureau Financial 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 Travis Washington 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 Lion Street Advisors, LLC
Lake Oswego, OR
Bellevue, WA
Austin, TX
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Philadelphia, PA
Dallas, TX
Sacramento, CA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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