Travis Stolcis
Travis Stolcis is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 20 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
427 West Sinto Avenue Suite 200, Spokane, WA, 99201
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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.
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Travis is associated with Belle Financial, LLC for tax/investment purposes and as a DBA for Financial Advocates Investment Management. He also participates in the Dave Ramsey SmartVestor Pro program and owns Belle Realty, LLC, managing four rental properties for minimal time per month.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Financial Advocates Investment Management
Financial Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
State Registrations2 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.