Travis Morgan
Travis Morgan is a registered investment advisor at Cetera Investment Advisers LLC, based in Pleasant Grove, UT, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
105 East State Street, Pleasant Grove, UT, 84062
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis sells fixed insurance products including life, disability, annuities, and long-term care, and is a registered representative at Utah Community Credit Union, spending about a quarter of his time on each. He also owns a farming business, a tax entity S-Corp, and rental property, dedicating minimal time to the rental property and a few hours per week to the farming business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Contango Capital Advisors, INC.
Zions Direct, INC.Broker
Wells Fargo Investments, LLCBroker
Zions Investment Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 states
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