Travis PetersonCRD Number: 5298032
Current Firm: Wells Fargo Advisors, LLC
Travis Peterson (CRD# 5298032) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Farmington, UT and has over 10 years of experience in the finance industry.
Uma Financial Services Inc.
Foresters Equity Services, Inc.
|Wells Fargo Advisors LLC||Farmington, UT||Jan 2011 - Current||7|
|Wells Fargo Bank Na||Bountiful, UT||Jun 2004 - Feb 2012||7|
|Wells Fargo Investment||Bountiful, UT||Feb 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV