TB
TB

Travis Barker

12 Years of Experience
Ellwood City, PA
Broker

Travis Barker is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ellwood City, PA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

Ellwood City, PA

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 11 mos
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Hefren-Tillotson, INC.
March 2017 - October 2022 · 5 yrs 7 mos
Hefren-Tillotson, INC.Broker
March 2017 - October 2022 · 5 yrs 7 mos
Mid Atlantic Capital CorporationBroker
July 2015 - November 2016 · 1 yr 4 mos
Mid Atlantic Financial Management, INC.
July 2015 - November 2016 · 1 yr 4 mos
Commonwealth Financial Network
March 2014 - July 2015 · 1 yr 4 mos
Commonwealth Financial NetworkBroker
September 2013 - July 2015 · 1 yr 10 mos
Aig Financial Advisors, INC.Broker
October 2007 - March 2008 · 5 mos
State Registrations14 states
CACOFLMAMNMTNCNHNYOHPASCTNVA
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.
Travis Barker - Financial Advisor | TrueAdvisor