Travis Sissler, financial advisor Raleigh NC

Travis Sissler

CRD Number: 5898567
Current Firm: Raymond James Financial Services Advisors, Inc.

Travis Sissler (CRD# 5898567) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.

Similar Advisors
Mark Courtemanche, CLU, ChFC, financial advisor Raleigh NC
Mark Courtemanche, CLU, ChFC
CRD# 2651246
Ae Wealth Management, LLC
Similar Advisors
Leon Abbas, financial advisor Raleigh NC
Leon E. Abbas
CRD# 1158688
Townsend Asset Management Corp.
Similar Advisors
Scott Abee, financial advisor Raleigh NC
Scott L. Abee
CRD# 1587979
Raymond James & Associates, Inc.
Company Name Location Dates Years
Raymond James Financial Services, Inc. Raleigh, NC Oct 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Raleigh, NC Oct 2021 - Current 2
Pinnacle Financial Partners/pinnacle Bank Raleigh, NC Jan 2021 - Current 3
Pinnacle Asset Management Raleigh, NC Jan 2021 - Current 3
Wells Fargo Bank Cary, NC Jan 2010 - Dec 2020 10
Wells Fargo Clearing Services, LLC Cary, NC Nov 2016 - Feb 2018 1
Wells Fargo Advisors LLC Cary, NC Mar 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Travis B. Sissler
Phone Number: 727-567-3020
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.