Travis
Messinger

Lpl Financial LLC

CRD#6496383
Investment Advisor
in Spokane, WA

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About this Advisor

Travis Messinger is a financial advisor who is based out of Spokane, Washington. Currently an investment advisor at Lpl Financial LLC, they have accrued 10 years of professional experience. Messinger maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Messinger is registered to act as a financial advisor based out of Washington. Throughout their career, Messinger has worked at Idaho Trust Bank, Community Bank, Western States Equipment Co, Precept Brands, LLC, Riverbank, Na, Vorpahl Wing Securities and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Spokane, Washington, and operates out of 9,519 other locations in the nation. In total, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 accounts and retains more than 23,035 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 28% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients 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, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1216 S Grand Blvd
Spokane, WA 99202-1135

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

WA Average: $646,059,043
Total Number of Employees

23,035

WA Average: 13
Total Number of Accounts

892,326

WA Average: 661
Average Account Size

$232,867

WA Average: $977,396

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Travis Messinger Work History

Travis has 10 years of experience.

2016 - Present (6 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Vorpahl Wing Securities

2014 - 2014 (< 1 year)

Idaho Trust Bank

2014 - 2015 (1 year)

Riverbank

2013 - 2014 (1 year)

Community Bank

2011 - 2013 (2 years)

Western States Equipment Co

2010 - 2010 (< 1 year)

Precept Brands, LLC

2010 - 2011 (1 year)

Na

Disclosures

Travis Messinger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Benjamin Giese
Altavista, VA
Brian Mcmillin
Roseau, MN
Ernest Escobar
Mahwah, NJ
Richard Hill
Raleigh, NC
Claiborne Lagrone
Ocean Springs, MS
Carole Sarson
Washington, NJ
Diana Sparks Mickey
Rochester, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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