Michael Travis
Michael Travis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 48 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5041 Corporate Woods Dr, Ste 240, Virginia Beach, VA, 23462
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Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Michael operates under the DBA Financial Designs of Virginia Inc. for his LPL business since 2019.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Financial Designs of Virginia, INC.
United Planners' Financial Services of America a Limited PartnerBroker
Anchor National Financial Services, INC.Broker
Uslife Equity Sales CORP.Broker
Anchor National Financial Services, INC.Broker
Uslife Equity Sales CORP.Broker
Uslife Equity Sales CORPBroker
State Registrations23 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.