Travis Michael Fox

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

• 09/2014 → 03/2023
  Yancey Bros Co
  Austell, GA
• 03/2023 → 09/2023
  Capstone Financial
  Marietta, GA
• 12/2023 → Present
  Totus Wealth Management
  Marietta, GA
• 09/2023 → 02/2024
  Cetera Advisors
  St. Cloud, MN
• 02/2024 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 07/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1.NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01

Other Names

• Travis Fox