TS
CFA
TS
CFA

Travis Bentley Smythe

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3750 Park East Drive, Suite 200, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Travis is involved with Tulsa Oktoberfest, a non-investment related activity. He also dedicates full-time hours to Stratos Wealth Partners as a DBA for his LPL business, spending 8 hours during trading.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 1 mo
Stratos Wealth Partners, LTD
November 2023 - Present · 2 yrs 3 mos
Stratos Investment Management, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Capital One Investing, INC.
December 2018 - May 2022 · 3 yrs 5 mos
Khp Capital LLC
February 2017 - December 2018 · 1 yr 10 mos
First Allied Securities, INC.Broker
September 2014 - February 2019 · 4 yrs 5 mos
State Registrations2 states
OHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.