Travis Christopher Grosse
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- LPL Financial LLCMar 2023 to now
- Fidelity InvestmentsMar 2022 to Mar 2023
- Danville SchoolDec 2021 to Mar 2022
- Johnson Lawn CareMay 2021 to Aug 2021
- AflacNov 2020 to Mar 2021
- Johnson Lawn CareMay 2020 to Aug 2020
- Cuttin' It CloseMay 2019 to Aug 2019
- University of VermontAug 2018 to Dec 2021
- Young Guns ConstructionJun 2018 to Aug 2018
- Danville SchoolAug 2004 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 7519275
- Firm CRD
- 6413