Unclaimed Profile

Travis William Johnson

TCWP LLC·ST. PETERSBURG, Florida

Series 63, Series 65Clean record8 years registeredTCWP LLC

180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL 33716CRD# 5923439Firm CRD# 305145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Travis William Johnson · ST. PETERSBURG, FL

Registration

CRD #5923439 · TCWP LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TCWP LLC

TRUCLARITY WEALTH ADVISORS

Oct 2019 – Aug 2023

TAMPA, FL

INSPHERIA LLC

Apr 2019 – May 2019

TAMPA, FL

LAS OLAS CAPITAL ADVISORS, LLC

Dec 2017 – Jul 2018

Tampa, FL

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · December 1, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TCWP LLC

CRD 305145 · SEC 801-117226

AUM

$101M

Regulatory assets under management

Employees

221 client accounts

Services offered by TCWP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TCWP LLC →

Introduction

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Frequently Asked Questions

What services does Travis William Johnson offer?

Travis William Johnson specializes in Financial Planning, Investment Management, Wealth Management.

What are Travis William Johnson's credentials?

Travis William Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis William Johnson located?

Travis William Johnson is based in ST. PETERSBURG, Florida, last registered with TCWP LLC.

How does Travis William Johnson charge for services?

Travis William Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TCWP LLC?

TCWP LLC has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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