RBC Capital Markets
47yrs
Top advisor by experience in Greenville
20yrs
Travis Smith has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Greenville, South Carolina. Travis has been with Delta Investment Management since 2026; before that, Travis spent a year at Brookstone Wealth Advisors and a year at Brookstone Capital Management. Travis holds the CPA/PFS designation.
One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 67% of advisors in Greenville
Office113 Whitsett Street, Greenville, SC 29601
How the firm is paid ?Percent of assets
Typical client at the firm ?$775,718
Advisors at the firm26
States licensed ?1 state
Services through Delta Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowDelta Investment Management, LLCCurrent firm
- Feb 2017 – Feb 2018Brookstone Wealth Advisors, LLCPreviously
- May 2016 – Feb 2017Brookstone Capital Management LLCPreviously
- Jan 2010 – Nov 2010J. W. Cole Advisors, Inc.Previously
- Oct 2008 – Aug 2009Osaic FS, Inc.Previously
- Jan 2008 – Apr 2008Wells Fargo Clearing Services, LLCPreviously
- Nov 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Contact Travis
(415) 249-6337Firm headquarters in San Francisco, CA. Ask for Travis. 113 Whitsett StreetGreenville, SC 29601Office · Get directions X (Twitter) pageDelta Investment Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Travis
Tailored to Travis’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Travis
How do I contact Travis?
Call Delta Investment Management at (415) 249-6337 and ask for Travis Smith. Travis works from the Greenville, SC office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2006, about 20 years. More experience than 67% of advisors in Greenville.
What licenses does Travis hold?
Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Delta Investment Management reports being paid by a percentage of the assets they manage. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
The Fiduciary Alliance
46yrs
Top advisor by experience at The Fiduciary Alliance
Merrill
46yrs
Top 1% by experience in Greenville
Kestra Private Wealth Services
45yrs
Top 1% by experience in South Carolina
Wealth Enhancement Advisory Services
45yrs
Top 1% by experience in Greenville
Raymond James & Associates
45yrs
Top 1% by experience in Greenville