Travis Wealth Management
Schedule Appointment Login to Your Account
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, it has enabled supporting financial advisors in their goals of protecting and growing their clients' wealth.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit lpl.com.
Login to Your Account
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. brokercheck.finra.org
The financial consultants at Travis Wealth Management are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Travis Credit Union and Travis Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Wealth Management, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or any other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Your Credit Union (“Travis Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
The "Contact TWM" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
Speedbump Modal Called Incorrectly!