TT
TT

Travis Thompson

2 Years of Experience
Benton, KY
Broker

Travis Thompson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Benton, KY, with 2 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

105 West 5th St, Benton, KY, 42025

Get directions

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.

Learn about disclosures →
Other Business Activities

Travis works as an independent contractor for Hendrickson Wealth and Retirement, dedicating about half of his time to this role as a financial advisor. He also serves as President of the Marshall County Rotary Club, spending a few hours per week on club activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
State Registrations10 states
ALARCAFLILKYSCTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.