Travis
Babb

Babb Wealth Advisors LLC

CRD#5561676
Investment Advisor
in Flagstaff, AZ

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About this Advisor

Travis Babb is a financial advisor based in Flagstaff, Arizona, working with Babb Wealth Advisors LLC. Travis has previously held positions at Babb Wealth Advisors, LLC, Babb Financial, Desert Equity Lending, and Broker Dealer Financial Services. Travis has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Louisiana, and Texas. Currently, Travis is part of Babb Wealth Advisors LLC, which operates out of Flagstaff, Arizona. The firm has 5 employees and manages assets totaling $116.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Babb Wealth Advisors LLC includes asset-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

19 W. Aspen Avenue
Flagstaff, AZ 86001

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Babb Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$116,511,177

AZ Average: $1,555,372,352
Total Number of Employees

5

AZ Average: 37
Total Number of Accounts

697

AZ Average: 1,370
Average Account Size

$167,161

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Travis Babb Work History

2018 - Present (6 years)

Babb Wealth Advisors, LLC

2006 - Present (18 years)

Babb Financial

2014 - 2018 (4 years)

Broker Dealer Financial Services

2013 - 2019 (6 years)

Desert Equity Lending

Disclosures

Please visit the SEC profile of Travis Babb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Babb Wealth Advisors LLC

Michael Gorman
Flagstaff, AZ
Kathleen Schroeder
Flagstaff, AZ
Travis Babb
Flagstaff, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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