Travis Guerry
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Fortress FinancialFeb 2023 to now
- Commonwealth Financial NetworkJan 2024 to Jan 2025
- Commonwealth Financial NetworkFeb 2023 to Dec 2023
- Q2 Holdings IncApr 2021 to Dec 2022
- TeksystemsJun 2015 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7701426
- Firm CRD
- 105644