Michael Patrick Travis

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2009-05-14 → 2011-12-31
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Other Businesses

Name of Business : Rental property Address: 2720 57th Street South,Gulfport, FL Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related:No Start Date: 03/24/2017 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: I plan on purchasing a duplex and renting out both units.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-16

Other Names

• Michael Patrick Travis
• Michael P Travis
• Michael Travis