Travis Paull
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
16 years in the industry.
- Cetera Investment Advisers LLCNov 2022 to now
- Cetera Investment Services LLCNov 2022 to now
- Eagle VisionOct 2021 to now
- Williamsburg Christian Retreat CenterJan 2018 to now
- Williamsburg PercussionAug 2012 to now
- Jackson HewittJan 2018 to Sep 2019
- Finance of AmericaJan 2017 to Jun 2019
- Sagamore Home MortgageApr 2015 to Oct 2017
- Pfs Investments IncNov 2010 to Nov 2022
- Primerica Financial ServicesJul 2010 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5865673
- Firm CRD
- 105644