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Our financial advice team


Richard Travis Ameriprise Financial Advisor

Richard Travis

CLU®, ChFC®, CRPS®, CRPC®

Financial Advisor

Business Financial Advisor
Travis Financial
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans

Interests

  • Faith
  • Family
  • Community

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPS® Chartered Retirement Plans Specialist℠
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