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Travis H
Series 66
Great Falls, MT
Cetera
Travis Harp is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, LLC. Harp is also involved in independent insurance sales through his own entities in Great Falls, Montana. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with access to numerous program structures and third-party managers.
Xavier M
Series 66
Great Falls, MT
Cetera
Xavier Marshall is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in financial advisory services as well as in social media marketing for an auto dealership. Outside of his advisory role, he is involved in managing digital marketing content for Taylor's Auto Max. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.
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