TK
TK

Travis Kirby

13 Years of Experience
Fort Worth, TX
Broker

Travis Kirby is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 13 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

3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107

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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.
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - April 2023 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - April 2023 · 9 yrs 3 mos
VALIC Financial Advisors, INC.
June 2011 - May 2012 · 11 mos
VALIC Financial Advisors, INC.Broker
June 2011 - May 2012 · 11 mos
Edward Jones
April 2010 - October 2010 · 6 mos
Edward JonesBroker
March 2010 - October 2010 · 7 mos
State Registrations10 states
ARCOGAKYNCNVOKORTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.