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Travis Guerry
2 Years of Experience
Wilmington, NC
1 DisclosureBrokerSells Insurance
Travis Guerry is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 2 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
2002 Eastwood Rd Ste 305, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (1)
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Criminal
December 2010Final Disposition
Other Business ActivitiesSells Insurance
Travis sells fixed insurance products in Wilmington, NC, starting in October 2024. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 6 mos
Cetera Wealth Services, LLC
January 2026 - Present · 6 mos
Cetera Wealth Services, LLCBroker
January 2026 - Present · 6 mos
Previous Registrations
Commonwealth Financial Network
April 2024 - January 2026 · 1 yr 9 mos
Commonwealth Financial NetworkBroker
January 2024 - January 2026 · 2 yrs
State Registrations9 states
CADEMAMINCNJNYPASC
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.