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Travis Christopher Babb

Babb Wealth Advisors LLC

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About Travis Christopher Babb

Travis Christopher Babb is a financial advisor with Babb Wealth Advisors LLC in Flagstaff, Arizona. Travis is a Certified Financial Planner and has been in the industry since 2008. Travis has experience working with individuals, high net worth individuals, and charitable organizations. Travis is registered with the state of Arizona, Louisiana, and Texas. Travis holds a Series 7, Series 66, and SIE license. Travis has also worked for Broker Dealer Financial Services Corp., The O.N. Equity Sales Company, SagePoint Financial, Inc., and MML Investors Services, Inc. Babb Wealth Advisors LLC provides financial planning, portfolio management for individuals, selection of other advisors, and other services.

Firm Information

Travis Babb is currently registered with Babb Wealth Advisors LLC. Babb Wealth Advisors LLC is a wealth management firm based in Flagstaff, Arizona. They provide portfolio management services for individuals and select other clients. They have approximately $116,511,177 in regulatory assets under management and are registered with the SEC. The firm has 3 licensed agents and 3 investment advisor representatives.
Babb Wealth Advisors LLC

19 W. ASPEN AVENUE

FLAGSTAFF, AZ 86001

$116.51M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party managers

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Travis Babb’s Registration & Firm History

AZ

04/18/2019 - Present

Babb Wealth Advisors LLC (FLAGSTAFF AZ)

AZ

01/02/2014 - 10/19/2018

BROKER DEALER FINANCIAL SERVICES CORP. (FLAGSTAFF AZ)

AZ

04/26/2010 - 01/07/2014

THE O.N. EQUITY SALES COMPANY (FLAGSTAFF AZ)

AZ

03/27/2009 - 02/23/2010

SAGEPOINT FINANCIAL, INC. (FLAGSTAFF AZ)

AZ

12/22/2008 - 03/03/2009

MML INVESTORS SERVICES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 01/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Travis Christopher Babb. Review regulatory record here.
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