D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
8yrs
Based in Seattle, Washington, Travis Pointer is a fiduciary financial advisor with 8 years of industry experience. Travis joined Merrill in 2023, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office401 Union St, Seattle, WA 98101
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowMerrillCurrent firm
Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Travis’s local office at (206) 464-3500 or the Merrill main office at (800) 637-7455, and ask for Travis Pointer.
How long has Travis been a financial advisor?
Travis has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Travis hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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