TC
TC

Travis Collum

10 Years of Experience
St. Petersburg, FL
Broker

Travis Collum is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 10 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLC
January 2022 - April 2022 · 3 mos
Iht Wealth Management LLC
January 2022 - December 2022 · 11 mos
LPL Financial LLCBroker
November 2021 - December 2022 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
January 2021 - November 2021 · 10 mos
Raymond James & Associates, INC.Broker
September 2015 - October 2020 · 5 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
January 2009 - November 2009 · 10 mos
State Registrations1 state
FL
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 Collum - Financial Advisor | TrueAdvisor