Travis Dougherty

Travis Dougherty Email and Phone Number

Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities @ One Pacific Financial Strategies
Portland, OR, US
Travis Dougherty's Location
Portland, Oregon Metropolitan Area, United States, United States
Travis Dougherty's Contact Details
About Travis Dougherty

Travis Dougherty is a Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities at One Pacific Financial Strategies. He possess expertise in fee based financial planning, advanced planning, leadership, coaching, wealth management and 25 more skills.

Travis Dougherty's Current Company Details
One Pacific Financial Strategies

One Pacific Financial Strategies

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Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities
Portland, OR, US
Website:
onepacificfs.com
Employees:
51
Travis Dougherty Work Experience Details
  • One Pacific Financial Strategies
    One Pacific Financial Strategies
    Portland, Or, Us
  • One Pacific Financial Strategies
    Partner | One Pacific Financial Strategies
    One Pacific Financial Strategies May 2023 - Present
    Irvine, California, Us
    Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. One Pacific Financial Strategies is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.Travis Dougherty may conduct life insurance and securities business in Oregon and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Travis Dougherty and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from TDougherty@onepacificfs.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.
  • Massmutual
    Director Of Sales - Mass Mutual Of Oregon
    Massmutual Aug 2022 - Apr 2023
    Springfield, Massachusetts, Us
    My role as Sales Direct is to attract Financial Professionals looking to increase their potential by joining a dynamic and engaging team of like-minded leaders.
  • Lincoln Financial Network
    Business Development Manager - West
    Lincoln Financial Network Jun 2020 - Aug 2022
    Philadelphia, Pennsylvania, Us
    As Business Development Manager, I work with advisors and planners to structure mutually beneficial alliances with Centers of Influence such as CPA's, P&C Firms, Attorneys, Regional Banks, Credit Unions, and RIA's.I cover the Western Division, specifically the states of: AK, AZ, CA, CO, HI, ID, MT, ND, NE, NV, OR, SD, UT, WA, and WY.Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Cor., broker-=dealers, registered investment advisors and members of FINRA and SIPC. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
  • Lincoln Financial Advisors
    Regional Director
    Lincoln Financial Advisors Jan 2017 - Jun 2020
    Travis Dougherty is a registered representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Travis Dougherty is securities licensed in AK, CA, MA, NV, NH, OR, TX, and WA.CRN-3110767-060220
  • Lincoln Financial Advisors
    Managing Principal
    Lincoln Financial Advisors May 2015 - Dec 2016
    Lincoln Financial Advisors is rooted in a Serve First philosophy. This means that we approach our clients with all of the human understanding possible and with only one desire: the desire to do the best job we can for that client.As the Managing Principal for the Pacific Northwest regional planning office, I extend that philosophy to coaching and mentoring financial advisors and private wealth managers to ensure their success in whatever form that may take.If you are looking for an opportunity to put your clients needs first and do so in a supportive and inclusive environment, I'd love the opportunity to talk to with you and explore your business and how we can work together.
  • Midland National Life
    Regional Vice President
    Midland National Life Feb 2013 - Apr 2015
    Sioux Falls, Sd, Us
    As a Regional Vice President, I partner with independent insurance agents to find new opportunities to grow their business with Midland National. As a registered representative of Sammons Securities, I'm able to work with agents who also have variable endorsements and are working with variable UL policies to discuss strategy.Travis Dougehrty is a Registered Representative and Financial Advisor of Sammons Securities Co. 4261 Park Rd. Ann Arbor, MI 48103. Securities products/services and advisory services are offered through Sammons Securities Co. a registered broker-dealer and investment advisor. Sammons Securities Co. is a member FINRA/SIPC.
  • Edward Jones
    Financial Advisor
    Edward Jones Jun 2012 - Feb 2013
    St. Louis, Mo, Us
    Edward Jones Financial Advisors work within their community to help client understand their retirement and investment choices. In this role, I worked with individuals and business owners to craft financial plans that were dynamic and tactical in order to meet their changing needs.
  • Lincoln Financial Distributors
    Regional Life Specialist
    Lincoln Financial Distributors Jul 2008 - May 2012
    Radnor, Pa, Us
    With Lincoln Financial Distributors, I had the benefit of working with some of the top producers in the region to add Life Insurance to their financial planning practice. Through coaching and training on both sales technique and product specifics, I was able to drive additional results for the planners that I worked with and grow the market share for Lincoln in my territory.
  • Bank Of America
    Financial Advisor
    Bank Of America Dec 2005 - Jul 2008
    Charlotte, Nc, Us
    As an advisor with Banc of America Investment Services, I received a great introduction into the wide range of solutions that I was able to present to my clients. I was able to work with high net-worth individuals and businesses to craft solutions to their specific needs.

Travis Dougherty Skills

Fee Based Financial Planning Advanced Planning Leadership Coaching Wealth Management Estate Planning Trusts Retirement Planning Life Insurance Universal Life Term Life Insurance Variable Life Indexed Universal Life Insurance Variable Annuities Indexed Annuities Equity Indexed Annuities Fixed Annuities Personal Financial Planning Recruiting Building Relationships Business Planning Sales Marketing Client Retention Programs Strategic Planning Pension Maximization College Education Planning Succession Planning Advanced Sales Irrevocable Life Insurance Trusts

Travis Dougherty Education Details

  • Lewis & Clark College
    Lewis & Clark College
    Sociology/Anthropology

Frequently Asked Questions about Travis Dougherty

What company does Travis Dougherty work for?

Travis Dougherty works for One Pacific Financial Strategies

What is Travis Dougherty's role at the current company?

Travis Dougherty's current role is Transforming Financial Futures in Portland | Innovative Financial Planning Agency Offering Career Opportunities.

What is Travis Dougherty's email address?

Travis Dougherty's email address is tr****@****lfg.com

What schools did Travis Dougherty attend?

Travis Dougherty attended Lewis & Clark College.

What are some of Travis Dougherty's interests?

Travis Dougherty has interest in Children, Economic Empowerment, Civil Rights And Social Action, Politics, Environment, Education, Science And Technology, Human Rights.

What skills is Travis Dougherty known for?

Travis Dougherty has skills like Fee Based Financial Planning, Advanced Planning, Leadership, Coaching, Wealth Management, Estate Planning, Trusts, Retirement Planning, Life Insurance, Universal Life, Term Life Insurance, Variable Life.

Who are Travis Dougherty's colleagues?

Travis Dougherty's colleagues are Monica Austria, David Dulong, Faith Soriano, Ruben Marquez, Frank Johnson, David Jimenez, Kiersten Easley.

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