Travis Lulay
Travis Lulay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Stayton, OR, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1171 N. 1st Avenue, Stayton, OR, 97383
Get directionsHistory
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 Activities
Travis owns rental real estate property since 2011 and hires a property management company to manage operations. He is also a board member of Immaculate Conception Catholic Church and an associate/employee at Lulay Financial, LLC, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.