Unclaimed
Travis Burgher is a financial advisor associated with Cetera Investment Advisers LLC. Travis has been in the industry since April 2016 and is registered in several states, including California, North Carolina, South Carolina, and Virginia. Travis holds a Series 6, Series 7, Series 63, and Series 65 license. Travis has previously worked at several other firms including LPL Financial LLC, CUSO Financial Services, L.P., Truist Investment Services, Inc., and BB&T Securities, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
12/04/2023 - Present
Cetera Investment Advisers LLC (WILMINGTON NC)
NC
12/01/2022 - 12/14/2023
LPL FINANCIAL LLC (WILMINGTON NC)
CA
10/18/2021 - 12/02/2022
CUSO FINANCIAL SERVICES, L.P. (SAN JOSE CA)
VA
02/17/2021 - 10/15/2021
TRUIST INVESTMENT SERVICES, INC. (ARLINGTON VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/05/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MANASSAS VA)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/5/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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