Travis
White

Cetera Investment Advisers LLC

CRD#5761362
Investment Advisor
in Raleigh, NC

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About this Advisor

Travis White is a financial advisor based in Raleigh, North Carolina who has 6 years of relevant experience. White is an advisor for Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Lpl Financial, Lincoln Financial Securities Corporation, Securities America Inc, Securities America Advisors, First National Bank Of Pa, Cetera Investment Services and Cetera Investment Advisors. White has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Cetera Investment Advisers LLC is an advisory business that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets between its 176,986 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on the type of services provided. However, fee types billed by Cetera Investment Advisers LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

501 Fayetteville St 7Th Floor
Raleigh, NC 27601

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

NC Average: $6,674,516,078
Total Number of Employees

3,094

NC Average: 44
Total Number of Accounts

176,986

NC Average: 2,564
Average Account Size

$188,469

NC Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Travis White Work History

Travis has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

First National Bank Of Pa

2017 - Present (7 years)

Cetera Investment Services

2017 - Present (7 years)

Cetera Investment Advisors

2014 - 2017 (3 years)

Securities America Inc

2014 - 2017 (3 years)

Securities America Advisors

2013 - 2014 (1 year)

Lincoln Financial Securities Corporation

2012 - 2013 (1 year)

Lpl Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Travis White 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 Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Stuart Wilson
Athens, AL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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