Travis Daly

Head of Supervision

 Travis is a registered representative.  He began his career in 2000 with Franklin Templeton as a mutual fund wholesaler. Since 2010 he has supported Advisors for Signator Investors and Transamerica Financial Advisors as a senior compliance and supervision analyst. Travis brings significant experience in advisory, compliance, and supervision.

 Travis holds a Bacholer of Science degree in Business Management and is Series 6, 7, 24, 63 registered and FL and CA licensed. He lives in St. Petersburg, FL and in his free time he enjoys camping, fishing, and boating. 

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“I am excited to be part of the GenX team to assist our advisors with the ever-changing landscape of compliance and supervision.”