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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Paull is a financial advisor with Cetera Investment Advisers LLC. Travis has been in the financial industry since 2010 and has experience in providing financial advice to individuals, businesses, and charitable organizations. Travis holds both Series 6 and Series 63 licenses as well as Series 26, 65 and 7TO. Travis also owns and operates Eagle Vision Strategy LLC and Williamsburg Percussion and is an independent agent for United HealthCare. Travis specializes in financial planning, investment management, and portfolio management.
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
VA
11/04/2022 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
12/20/2010 - 11/08/2022
PFS INVESTMENTS INC. (WILLIAMSBURG VA)
IA
Issued 07/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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