John Randolph Travis
Investment adviser representative at Richard Young Advisors
19 yearsExperience
1 stateRegistered in
$1.2BFirm assets
17 yearsFirm in business
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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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Richard Young AdvisorsJun 2010 to now
- Richard Young Associates, LtdJun 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Richard Young Advisors
Legal name: Richard Young Associates, Ltd.
$1.2BAssets managed
1,940Clients
8Advisers
17 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
- 5314369
- Firm CRD
- 126124