Travis
Smith
Delta Investment Management, LLC
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About this Advisor
Travis Smith is a financial advisor based in Greenville, South Carolina, working with Delta Investment Management, LLC. Travis has previously held positions at J.W. Cole Financial, Inc, Jonathan Roberts Advisory Group, Inc, Dixon Hughes Goodman, LLP, Northstar Financial & Retirement Planning Services, Northstar CPA Firm, Retirement Wealth Advisors, Delta Investment Management, LLC, Northstar Financial & Retirement Planning, LLC, Davis & Floyd, and Brookstone Capital Management LLC. Travis has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Travis is part of Delta Investment Management, LLC, which operates out of Greenville, South Carolina. The firm has 10 offices and 25 employees. The firm manages assets totaling $628.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Delta Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Delta Investment Management, LLC Brokerage Details
$628,859,627
25
2,127
$295,656
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Travis Smith Work History
Delta Investment Management, LLC
Northstar Financial & Retirement Planning, LLC
Northstar Cpa Firm
Retirement Wealth Advisors
Davis & Floyd
Northstar Financial & Retirement Planning Services
Brookstone Capital Management LLC
Dixon Hughes Goodman, Llp
J.W. Cole Financial, Inc
Jonathan Roberts Advisory Group, Inc
Disclosures
Please visit the SEC profile of Travis Smith 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 Delta Investment Management, LLC
Scottsdale, AZ
San Francisco, CA
Greenville, SC
Durango, CO
Scottsdale, AZ
Greenville, SC
San Francisco, CA
West Sacramento, CA
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