Travis R Kirby

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

• 01/2014 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 04/2013 → 06/2019
  Mart Police Department
  Mart, TX
• 11/2012 → Present
  University Of Texas - Permian Basin
  Odessa, TX
• 04/2023 → Present
  Raymond James & Associates, Inc.
  Fort Worth, TX

Previous Registrations

• 2014-01-24 → 2023-04-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 2011-06-24 → 2012-05-17
  Valic Financial Advisors, Inc.
  Addison, TX
• 2010-04-12 → 2010-10-15
  Edward Jones
  Grand Prairie, TX
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2010-04-09

Other Names

• Travis Kirby
• Travis Ryan Kirby