Travis Aiken

Travis Aiken Jr.
Virtual Premier Advisor

2286 Dave Lyle Blvd.

Rock Hill,, SC 29730

Travis.Aiken@Truist.com

Phone (704) 526-4413

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About me

Background

I am a Virtual Premier Advisor with Truist servicing the Charlotte Metro Market offering experience in the Banking Industry since 2019. As a Virtual Premier Advisor, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to reach their financial goals and plan for the uncertainty. Here at Truist we want to help ensure our clients not only have a great experience, but also a tailored solution to help on their financial journey. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science - Economics & Finance
University of South Carolina Upstate

Personal interests

When I’m not working, I enjoy spending quality time with family and friends. I’m a huge sports fan, with basketball being my favorite. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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