Travis Allen Harper

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2016 → 03/2019
  Raymond James Financial Services, Inc.
  Portland, OR
• 03/2016 → 03/2019
  Mcgee Wealth Management
  Portland, OR
• 03/2019 → 11/2020
  Confluence Wealth Management
  Portland, OR
• 12/2020 → Present
  Buckingham Strategic Wealth, Llc
  Portland, OR
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-12-23 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Portland, OR
  St Louis, MO
• 2019-03-12 → 2020-12-23
  Confluence Wealth Management Llc
  Portland, OR
• 2017-04-13 → 2019-02-28
  Mcgee Wealth Management, Inc.
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2014-06-19

Designations

• Certified Financial Planner