Travis Tullock
Travis Tullock is a registered investment advisor at World Investment Advisors, LLC, based in Vista, CA, with 11 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
Vista, CA
Get directionsHistory
Regulatory History (1)
Criminal
March 1995Other Business Activities
Travis owns five rental properties in Greensburg, Indiana, since 2007 and works with the property manager on repairs, improvements, and leasing. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Principal Securities, INC.Broker
Mma Securities LLCBroker
Principal Securities, INC.Broker
Labrum Wealth Management, LLC
TD Ameritrade, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.