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Travis White

15 Years of Experience
Raleigh, NC
BrokerSells Insurance

Travis White is a registered investment advisor, based in Raleigh, NC, with 15 years of industry experience.

Location

501 Fayetteville St, 7th Floor, Raleigh, NC, 27601

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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 sells fixed life insurance outside of Cetera.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
March 2017 - Present · 9 yrs 2 mos
Cetera Investment Advisers LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
August 2014 - March 2017 · 2 yrs 7 mos
Securities America, INC.Broker
August 2014 - March 2017 · 2 yrs 7 mos
Lincoln Financial Securities CorporationBroker
November 2013 - August 2014 · 9 mos
Lincoln Financial Securities Corporation
November 2013 - August 2014 · 9 mos
LPL Financial LLC
May 2012 - December 2013 · 1 yr 7 mos
LPL Financial LLCBroker
May 2012 - December 2013 · 1 yr 7 mos
AXA Advisors, LLC
June 2010 - June 2012 · 2 yrs
AXA Advisors, LLCBroker
May 2010 - June 2012 · 2 yrs 1 mo
State Registrations8 states
FLGANCNMOHTNVAWV
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.