Travis Carver
Travis Carver is a registered investment advisor at Prospera Financial Services, INC., based in Waco, TX, with 11 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B 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 | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
Waco, TX
Get directionsHistory
Regulatory History (1)
Criminal
February 2011Other Business Activities
Travis is the chair of the scholarship selection committee for Alpha Phi Omega Eagles Alumni Association. This activity requires minimal time.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Prospera Financial Services, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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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