Travis Burgher (CRD# 6620283) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmington, NC and has over 7 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Nov 2023 - Current | < 1 |
| First National Bank Of Pa | State College, PA | Nov 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | State College, PA | Nov 2023 - Current | < 1 |
| Lpl Financial LLC | Wilmington, NC | Dec 2022 - Dec 2023 | 1 |
| Excite Credit Union | Wilmington, NC | Dec 2022 - Dec 2023 | 1 |
| Cuso Financial Services, LP | San Diego, CA | Oct 2021 - Dec 2022 | 1 |
| Truist Advisory Services, Inc. | Atlanta, GA | Mar 2021 - Oct 2021 | < 1 |
| Truist Investment Services, Inc. | Arlington, VA | Feb 2021 - Oct 2021 | < 1 |
| Bb&t Securities, LLC | Woodbridge, VA | Jul 2019 - Oct 2021 | 2 |
| Bb&t Securities, LLC | Manassas, VA | Jan 2018 - Oct 2021 | 3 |
| Bbtis | Alexandria, VA | Mar 2016 - Jul 2019 | 3 |
| Bb&t | Fairfax Station, VA | Oct 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- NC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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