Travis Jonathon Whitaker
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCOct 2024 to now
- Cambridge Investment Research Advisors, Inc.Sep 2017 to Oct 2024
- Cambridge Investment Research, Inc.Sep 2017 to Oct 2024
- Ameritas Investment CorpJul 2017 to Sep 2017
- Smartpro FinancialJun 2017 to Aug 2021
- Capital Choice Financial ServicesJun 2017 to Sep 2017
- StarbucksMar 2015 to Nov 2018
- Pfs Investments IncJul 2011 to Jun 2017
- Primerica Financial ServicesFeb 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5953984
- Firm CRD
- 6413