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CFP

Travis Barnes

LPL Financial LLC
35 Years of Experience
Tallahassee, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Travis Barnes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tallahassee, FL, with 35 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1801 Hermitage Blvd, Suite 170, Tallahassee, FL, 32308

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History

Regulatory History
Clean regulatory record

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.

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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
August 2023 - Present · 3 yrs 2 mos
Independent Advisor Alliance, LLC
December 2018 - Present · 7 yrs 10 mos
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Independent Financial Partners
October 2016 - November 2018 · 2 yrs 1 mo
Allen, Mooney & Barnes Brokerage Services, LLCBroker
May 2007 - October 2016 · 9 yrs 5 mos
Allen, Mooney & Barnes Investment Advisors, LLC
June 2006 - October 2016 · 10 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
William E. Hamm & Associates,inc
July 2002 - December 2005 · 3 yrs 5 mos
Mutual Service CorporationBroker
June 1998 - October 2005 · 7 yrs 4 mos
Equity Services, INC.Broker
September 1991 - June 1998 · 6 yrs 9 mos
State Registrations17 states
ALAZCACOFLGAILMAMDMTNCNYPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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