Unclaimed Profile

David Raymond Travis

FINANCIAL COUNCIL, LLC·TOWSON, Maryland

SIE, Series 7, Series 63, Series 65CFPClean record22 years registeredFINANCIAL 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 · 22 years registered

Brand Profile

Not yet started

Career History

FINANCIAL COUNCIL, LLC

Jul 2021 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2009 – present

FINANCIAL COUNCIL ASSET MANAGEMENT INC

May 2009 – Dec 2020

TOWSON, MD

FSC SECURITIES CORPORATION

Feb 2009 – Apr 2009

TOWSON, MD

ADVANTAGE CAPITAL CORPORATION

Jun 2004 – Feb 2009

TOWSON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 24, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNCIL, LLC

CRD 110748 · SEC 801-51360

AUM

$959M

Regulatory assets under management

Employees

1,456 client accounts

Services offered by FINANCIAL COUNCIL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FINANCIAL COUNCIL, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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