Travis Paull
Travis Paull is a registered investment advisor at Cetera Investment Advisers LLC, based in Glen Allen, VA, with 15 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
140 Eastshore Dr, Suite 105, Glen Allen, VA, 23059
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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 is the 100% owner, CEO, and President of Eagle Vision Strategy LLC, where he manages employees for bookkeeping and payroll services, dedicating a few hours per week. He also owns Williamsburg Percussion, teaching drum lessons for a few hours per week, and is the President of a BNI chapter, spending minimal time on it; additionally, Travis is a co-trustee for his father's trusts and an independent agent for United Healthcare, selling Medicare supplements.
Employment History
Current Registrations
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations6 states
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