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David Raymond Travis

FINANCIAL COUNCIL, LLC·TOWSON, Maryland
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100 WEST ROAD, TOWSON, MD 21204CRD# 2908037Firm CRD# 110748
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
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
No disclosures on file
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 in TOWSON
William Michael Leeb — FINANCIAL COUNCIL, LLCLaura Mary Carr — WMS PARTNERS, LLCGregory Nmn Plechner — GREENSPRING ADVISORS, LLCAndrew Lewis John — CALVERT STREET CAPITAL PARTNERS, INC.Laura Lynn Shanholtz — ROTHSCHILD CAPITAL PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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