TM
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Travis Mcafee
31 Years of Experience
Goodlettsville, TN
1 DisclosureBroker
Travis Mcafee is a registered investment advisor at Raymond James & Associates, INC., based in Goodlettsville, TN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
913 Conference Drive, #101, Goodlettsville, TN, 37072
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2009Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
July 2004 - February 2013 · 8 yrs 7 mos
Morgan Keegan & Company, INC.Broker
July 2004 - February 2013 · 8 yrs 7 mos
Union Planters Investment Advisors, INC.
January 2004 - August 2004 · 7 mos
Pfic Securities CorporationBroker
February 2003 - August 2004 · 1 yr 6 mos
Morgan Keegan & Company, INC.Broker
October 1998 - January 2003 · 4 yrs 3 mos
Josephthal & CO., INC.Broker
September 1998 - October 1998 · 1 mo
H.J. Meyers & CO., INC.Broker
September 1994 - October 1998 · 4 yrs 1 mo
State Registrations27 states
ALARAZCACOFLGAILINKYMIMOMSNCNENHNJNYOKPARISCTNTXUTVAWV
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.