Travis Smith
Travis Smith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oxford, MI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
28 South Washington, Suite 204, Oxford, MI, 48371
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis is an operations manager for JLS Financial Services, a support company/DBA, since 2015. This activity takes Travis's full-time attention.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations34 states
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