Travis L White

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 03/2017
  Securities America Inc.
  Kitty Hawk, NC
• 08/2014 → 03/2017
  Securities America Advisors
  Kitty Hawk, NC
• 03/2017 → Present
  First National Bank Of Pa
  Raleigh, NC
• 03/2017 → Present
  Cetera Investment Services
  St.CLoud, MN
• 03/2017 → Present
  Cetera Investment Advisors
  Raleigh, NC

Previous Registrations

• 2014-08-07 → 2017-03-21
  Securities America Advisors, Inc.
  Kitty Hawk, NC
• 2013-11-15 → 2014-08-12
  Osaic Fs, Inc.
  Kitty Hawk, NC
  Kitty Hawk, NC
  Raleigh, NC
• 2012-05-31 → 2013-12-16
  Lpl Financial Llc
  Wilmington, NC
  Wilmington, NC
• 2010-06-30 → 2012-06-04
  Equitable Advisors, Llc
  Wilmington, NC
  Raleigh, NC
  Rocky Mount, NC

Other Businesses

1) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA

Exams

• S66 Uniform Combined State Law Examination
  2010-06-09