Travis White is a registered investment advisor, based in Petaluma, CA, with 15 years of industry experience.
Location
775 Baywood Dr, Suite 111, Petaluma, CA, 94954
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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 works as an investment advisor for Kestra Advisory Services and Oculus Financial, spending nearly full-time on these activities. He also works for Oculus Insurance Services as an insurance agent, dedicating minimal time to this role.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations11 states
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