Travis Whitaker
Travis Whitaker is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 15 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2038 Vermont Drive, Suite 107, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (1)
Financial
June 2018Other Business Activities
Travis operates under the DBA Goodwin Petrilli Financial for his LPL business, starting in August 2024. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations8 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.
Exams
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