Travis Blue Smith
Investment adviser representative at Delta Investment Management, LLC
10 yearsExperience
1 stateRegistered in
PFSDesignation
$856.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Delta Investment Management, LLCApr 2022 to now
- Northstar Financial & Retirement Planning, LLCApr 2022 to now
- Davis & FloydMay 2017 to Mar 2022
- Retirement Wealth AdvisorsFeb 2017 to Feb 2018
- Northstar Cpa FirmJan 2017 to Aug 2017
- Northstar Financial & Retirement Planning ServicesMay 2016 to Aug 2017
- Brookstone Capital Management LLCMay 2016 to Feb 2017
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (SC).
Delta Investment Management, LLC
$856.7MAssets managed
1,099Clients
26Advisers
8 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
- 5221821
- Firm CRD
- 149596