Sandy Travis Email & Phone Number
Senior Wealth Advisor @ LPL Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Sandy Travis Location
- Naperville, IL, US
Sandy Travis Work
- 2022 -now Senior Wealth Advisor @
- 2019 -2022 Wealth Manager @
- 2017 -2019 Financial Advisor @
- 2010 -2017 Registered Representative and Investment Advisor Representative @
- 2009 -2017 Financial Representative @
Sandy Travis Education
- DePaul University
Certificate (Financial Planning)
2013-2018 - University of Iowa
BA
2007-2009 - The University of Kansas 2005-2007
- Hinsdale Central High School 2001-2005
Sandy Travis Skills
- Investment Advisory
- Retirement Planning
- Mutual Funds
- Equities
- Financial Planning
- 401(k) Retirement Savings Plans
- Life Insurance
- Key Person Insurance
- Fixed Annuities
- Executive Benefits
- Disability Insurance
- Employee Benefits
- Long Term Care Insurance
Sandy Travis Summary
- Sandy Travis, based in Naperville, IL, US, is currently a Senior Wealth Advisor at LPL Financial. Sandy Travis brings experience from previous roles at Cetera Financial Group, Raymond James, Equity Services, Inc. and National Life Group. Sandy Travis holds a 2013 - 2018 Certificate in Financial Planning @ DePaul University. With a robust skill set that includes Investment Advisory, Retirement Planning, Mutual Funds, Equities, Financial Planning and more. Sandy Travis has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Sandy Travis?
Find contact details for 700 million professionals.
Others Named Sandy Travis
Sandra Travis
Administrative Assistant
Glenside, PA, US
Sandra Wells
ACCOUNTING BUREAU DIRECTOR II
Jackson, MS, US
Top LPL Financial Employees
Don Link
President 973 845-6667 and 844 366 5465
Westfield, NJ, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Richard Keltner
Vice President, Tax Innovation
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
Joe Pannarale
President and CEO at Diversified Wealth Solutions, LLC
Highland, IN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co