Travis Barnes
Travis Barnes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1801 Hermitage Blvd, Suite 170, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is involved in several business activities, including Barnes Holdings LLC, Barnes Benefits Consultants, LLC (selling non-variable insurance), Barnes Capital Group, Barnes Capital Advisors, LLC, and Independent Advisor Alliance. He also serves as a board member for Westminster Retirement Community, owns rental real estate, and acts as a trustee for the Lucile Dodd Trust.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Allen, Mooney & Barnes Investment Advisors, LLC
Raymond James Financial Services, INC.Broker
William E. Hamm & Associates,inc
Mutual Service CorporationBroker
Equity Services, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.