TG
CFP
TG
CFP
Travis Guerry
2 Years of Experience
Wilmington, NC
1 DisclosureBrokerSells Insurance
Travis Guerry is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 2 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
Loading...
Location
2002 Eastwood Rd Ste 305, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 · 9 mos
Cetera Wealth Services, LLC
January 2026 - Present · 9 mos
Cetera Wealth Services, LLCBroker
January 2026 - Present · 9 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.
More Advisors
- John Willse, ChFCCetera Investment Advisers LLC
- Matthew Brenneman, CFPCetera Investment Advisers LLC
- Joshua Rosenberg, ChFCCetera Investment Advisers LLC
- Kevin Zoltek, PFSCetera Investment Advisers LLC
- Scott Winslow, ChFCCetera Investment Advisers LLC
- Roger Fuller, CFPOmnistar Financial Group, INC.