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Travis Fox

1 Year of Experience
Marietta, GA
Broker

Travis Fox is a registered investment advisor at Cetera Investment Advisers LLC, based in Marietta, GA, with 1 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

3696 Largent Way Suite 300, Marietta, GA, 30064

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History

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.

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Other Business Activities

Travis is a financial professional at Totus Wealth Management, operating as a DBA for financial services since December 2023. This activity takes about a quarter of his time, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Advisors LLCBroker
June 2024 - Present · 1 yr 11 mos
State Registrations18 states
CAFLGAILINKYMAMEMINCNYOHPASCTNTXUTWA
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.
Travis Fox - Financial Advisor | TrueAdvisor