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Travis Huck

10 Years of Experience
Aberdeen, SD
BrokerSells Insurance

Travis Huck is a registered investment advisor at LPL Financial LLC, based in Aberdeen, SD, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

125 Brown County Hwy 19 S, Aberdeen, SD, 57401

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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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Other Business ActivitiesSells Insurance

Travis operates several DBAs for his LPL business, including iRetireFinancial and Investment Center Advisor Group. He also dedicates a few hours per week to H3 Insurance LLC, selling life, health, long-term care, and fixed annuities, and minimal time to H3 Holdings, LLC, which is farmland.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Investment Centers of America, INC.
August 2015 - November 2017 · 2 yrs 3 mos
Investment Centers of America, INC.Broker
July 2015 - November 2017 · 2 yrs 4 mos
State Registrations41 states
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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.