Travis Harp
Travis Harp is a registered investment advisor at Cetera Investment Advisers LLC, based in Great Falls, MT, with 14 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
300 Central Ave Ste 510, Great Falls, MT, 59401
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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 an independent insurance agent with Harp Financial Group since 2013, selling insurance and securities products full-time. He also sells fixed insurance products as an independent agent, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations23 states
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