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VERIFIEDMichael Travis
Financial Designs Of Virginia
5041 Corporate Woods Dr. Ste 240
Virginia Beach, VA 23462
757-473-9022
About Financial Designs Of Virginia
Our firm has been serving clients through financial planning and investment management for over 40 years. We take pride in building long-term relationships with our clients, that have often led to us having the opportunity to advise their children and even grandchildren.
We understand that there is more to life than money, but financial security provides the opportunity and freedom to be able to pursue the things that are of importance to you. Our desire is to be able to play a part in helping our clients pursue those things that give purpose and meaning to their lives.
Our Planning Services include:
Financial Planning
Investment and Portfolio Management
Retirement Planning
Estate Planning
Gifting and Charitable Planning
See Disclosures
General Information
Firm Start Year
CRD#
838694
Firm CRD#
6413
Years of Experience in Financial Services
48
Number of Years with Current Firm
43
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Services
Investment Types
Mutual Funds, Exchange Traded Funds (ETFs), Insurance
Can meet clients in the following ways
Your Office, Our Office
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 24, Series 7
Insurance and Annuity Licenses
Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Commissions
Fee % Based on Assets
1%
Disclosures
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
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