Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
16yrs
Travis Warnock is a fiduciary financial advisor in Bellevue, Washington, with 16 years in the industry. Travis joined Equitable Advisors in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 62% of advisors at Equitable Advisors
Office10500 NE 8th Street Suite 1600, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Travis
How do I contact Travis?
Call Equitable Advisors at 212-314-4600 and ask for Travis Warnock. Travis works from the Bellevue, WA office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2010, about 16 years. More experience than 62% of advisors at Equitable Advisors.
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?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.
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