TG
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Travis Greene
8 Years of Experience
Citrus Heights, CA
Broker
Travis Greene is a registered investment advisor at Cetera Investment Advisers LLC, based in Citrus Heights, CA, with 8 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
5650 Sunrise Blvd #250, Citrus Heights, CA, 95610
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2025 - Present · 10 mos
Cetera Advisors LLCBroker
November 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Advisors
January 2018 - September 2025 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2017 - September 2025 · 7 yrs 9 mos
State Registrations3 states
CANVTN
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.