David Raymond Travis
Investment adviser representative at Financial Council, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Commonwealth Financial NetworkApr 2009 to now
- Financial Council, IncApr 2009 to now
- Financial Council Asset Management IncJan 2009 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (MD).
Financial Council, LLC
$1.3BAssets managed
649Clients
7Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2908037
- Firm CRD
- 110748