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David Raymond Travis

FINANCIAL COUNCIL, LLC·TOWSON, Maryland
Clean recordFINANCIAL COUNCIL, LLC
100 WEST ROAD, TOWSON, MD 21204CRD# 2908037Firm CRD# 110748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Raymond Travis · TOWSON, MD
Registration
CRD #2908037 · FINANCIAL COUNCIL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Raymond Travis is a registered financial advisor based in TOWSON, Maryland, affiliated with FINANCIAL COUNCIL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL COUNCIL, LLC
FINANCIAL COUNCIL, LLC
AUM
$959M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at FINANCIAL COUNCIL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2908037
Firm CRD# 110748
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Raymond Travis offer?
David Raymond Travis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TOWSON, Maryland for a consultation.
What are David Raymond Travis's credentials?
David Raymond Travis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Raymond Travis located?
David Raymond Travis is based in TOWSON, Maryland, working with FINANCIAL COUNCIL, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does David Raymond Travis charge for services?
David Raymond Travis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL COUNCIL, LLC?
FINANCIAL COUNCIL, LLC has approximately 15 employees and manages $959M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL COUNCIL, LLC

Mark Kimberley Traub
TOWSON, MD
Jodi Louise Greenlund
TOWSON, MD
Jeffrey Robert Reynolds
TOWSON, MD
William Michael Leeb
TOWSON, MD

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Research
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