Robert Travers
Robert Travers is a CFP-designated registered investment advisor at USA Financial Securities LLC, based in Homer Glen, IL, with 10 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M 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 | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
13516 S. Parker Rd., Homer Glen, IL, 60491
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved with Legacy Financial Services, Inc. since 2018, providing retirement and financial planning services. He sells fixed annuities, life insurance, life-based LTC contracts, and Medicare supplements, dedicating minimal time during securities trading hours.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations17 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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