Travis Matthew Walls
Investment adviser representative at Citizens Securities, Inc.
11 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Citizens Securities, Inc.Jul 2023 to now
- Bank of America, N.A.Jul 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jul 2023
- J.P. Morgan Securities LLCMay 2019 to May 2022
- JPMorgan Chase Bank, N.A.May 2019 to May 2022
- UnemployedJan 2019 to Apr 2019
- Dream (formally Harlem Rbi)Oct 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 7126316
- Firm CRD
- 39550