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Travis Andrew Teague

Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

22 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Landmark Financial, LLCOct 2018 to now
  4. Avantax Advisory ServicesOct 2019 to Sep 2025
  5. Avantax Investment Services, Inc.Oct 2019 to Sep 2025
  6. 1st Global Advisors Inc.Sep 2005 to Oct 2019
  7. Avantax Insurance ServicesJan 2005 to Sep 2025
  8. 1st Global Capital Corp.Sep 2004 to Oct 2019
  9. Beall Barclay & Company, PlcSep 2004 to Oct 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (AR, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3123021
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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