Travis Harris
Travis Harris is a registered investment advisor at LPL Financial LLC, based in Bloomfield, IA, with 27 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
108 North Dodge Street, Bloomfield, IA, 52537
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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 cattle and crop farming through TNT Harris, LLC, dedicating about a quarter of his time. He also sells non-variable insurance, life, and annuity products through Farm Financial Strategies, and co-owns real estate rentals through the Travis and Tiffany Harris Trust, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
State Registrations10 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.