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CFP
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CFP

Travis Teague

27 Years of Experience
Russellville, AR
BrokerSells Insurance

Travis Teague is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Russellville, AR, with 27 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

209 West Main Street, Suite 2, Russellville, AR, 72801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Travis is a BMS Advisor at Landmark Financial, LLC, dedicating a significant amount of time to this role. He also has ownership stakes in several real estate entities and sells insurance products and indexed annuities through Avantax.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Beall Barclay Advisors, LLC
April 2008 - October 2008 · 6 mos
1st Global Advisors INC
October 2005 - October 2019 · 14 yrs
1st Global Capital CORP.Broker
September 2004 - October 2019 · 15 yrs 1 mo
Sterne, Agee & Leach, INC.Broker
January 2001 - September 2004 · 3 yrs 8 mos
John R. Taylor Financial Group, INC.Broker
December 1998 - February 2001 · 2 yrs 2 mos
State Registrations20 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Travis Teague - Financial Advisor | TrueAdvisor