James Travagline, financial advisor Linwood NJ

James Travagline

CRD Number: 4262366
Current Firm: Wells Fargo Clearing Services, LLC

James Travagline (CRD# 4262366) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Linwood, NJ and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Linwood, NJ Nov 2016 - Current 4
Wells Fargo Advisors LLC Linwood, NJ May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for James M. Travagline
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, WY

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