LPL Financial
41yrs
Top advisor by experience in Parkersburg
2yrs
Ethan Travis is a fiduciary financial advisor in Parkersburg, West Virginia, with 2 years in the industry. Ethan joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 39 advisors with offices in Parkersburg, and one of 36 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3301 Emerson Ave Suite 1, Parkersburg, WV 26104
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 ?1 state
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.
Career
- May 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Ethan
Local office(304) 322-6133Ask for Ethan. (212) 314-4600Main office · New York, NY 3301 Emerson Ave Suite 1Parkersburg, WV 26104Office · Get directions LinkedIn pageEquitable Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ethan
How do I contact Ethan?
Call Ethan’s local office at (304) 322-6133 or the Equitable Advisors main office at (212) 314-4600, and ask for Ethan Travis.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ethan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ethan 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
Primerica Advisors
41yrs
Top 3% by experience nationwide
LPL Financial
34yrs
Top 8% by experience in Parkersburg
LPL Financial
30yrs
Top 10% by experience in Parkersburg
United Brokerage Services
30yrs
Top 12% by experience at United Brokerage Services
First Heartland Consultants
28yrs
Top 15% by experience in Parkersburg