Travis Lethco has held the title Member at Twin City Private Wealth since October 2021, is a control person of the firm and directly owns between 25% and 50% of it. Travis Lethco studied at Greensboro College.
Twin City Private Wealth, LLC is a Winston-Salem, NC firm with $151M under management, 291 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Travis Lethco is Co-Founder of Twin City Private Wealth. He began his career with Merrill Lynch in 2012.
Travis Lethco’s longest registration was 5 years at BB&T Securities, LLC (2013–2018). Before joining Twin City Private Wealth in 2021, Travis Lethco was registered through Semmax Financial Advisors, Inc. and BB&T Securities, LLC.
- – present · 5 yearsWinston-Salem, NC · Adviser representative · Firm CRD 315836
- Semmax Financial Advisors, Inc.– · 3 yearsWinston-Salem, NC · Adviser representative · Firm CRD 144978
- BB&T Securities, LLC– · 5 yearsWinston-Salem, NC · Adviser representative · Firm CRD 142785
- Scott & Stringfellow, LLC– · under a yearWinston-Salem, NC · Adviser representative · Firm CRD 6255
Professional designations
Listed by Twin City Private Wealth
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Travis Lethco is registered as an investment adviser representative in North Carolina, since October 2021.
- North CarolinaSince 11 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 2012 |
| Series 7 | General Securities Representative Examination | 18 April 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Travis Vernon Lethco
- CRD
- 6023960
- Firm
- Twin City Private Wealth · CRD 315836
- Role
- Member
- Office
- 301 N MAIN STREET, SUITE 1902, Winston-Salem, NC 27101
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- twincitywealth.com
Where does Travis Lethco work?
Travis Lethco has held the title Member at Twin City Private Wealth, LLC since October 2021, and is a control person of the firm.
Is Travis Lethco a financial advisor?
Yes. Travis Lethco has a current investment-adviser registration in North Carolina, through Twin City Private Wealth since October 2021.
How many years of experience does Travis Lethco have?
Travis Lethco has 14 years in the financial industry, since May 2012, across 4 adviser firms.
What exams has Travis Lethco passed?
Travis Lethco has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 2012. FINRA credited Travis Lethco with the SIE, which began in October 2018.
Where did Travis Lethco work before Twin City Private Wealth?
Before Twin City Private Wealth, Travis Lethco was registered through Semmax Financial Advisors, Inc., April 2018 to September 2021; BB&T Securities, LLC, January 2013 to April 2018; Scott & Stringfellow, LLC, October 2012 to January 2013.
Where is Travis Lethco based?
Travis Lethco’s registered office is in Winston-Salem, NC.
Is Travis Lethco registered with FINRA?
No. Travis Lethco has no current broker registration.
How can I verify Travis Lethco’s record?
Search CRD 6023960 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Lethco’s full registration record.
