Travis
Cook

Wells Fargo Clearing Services, LLC

CRD#6327198
Investment Advisor
in Draper, UT

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About this Advisor

Travis Cook is a financial advisor who works out of Draper, Utah, who has 10 years of experience as a financial advisor. Cook is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Arizona State University, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Dillard'S, The Church Of Jesus Christ Of Latter-Day Saints, Hoopes Construction and Wells Fargo Clearing Services, LLC. Cook holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Wells Fargo Clearing Services, LLC is an advisory firm headquartered in Draper, Utah. The firm has offices in 6,557 locations and a total of 26,409 advisors. It has $473 billion in total assets across its 1,432,715 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have more than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is offered. Fees charged by Wells Fargo Clearing Services, LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

322 E 12300 S
Draper, UT 84020

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

UT Average: $11,469,110,461
Total Number of Employees

26,352

UT Average: 458
Total Number of Accounts

1,434,106

UT Average: 33,415
Average Account Size

$302,067

UT Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Travis Cook Work History

Travis has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - Present (7 years)

Wells Fargo Bank Na

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

2011 - 2011 (< 1 year)

Arizona State University

2011 - 2011 (< 1 year)

Dillard'S

2009 - 2011 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2008 - 2008 (< 1 year)

Hoopes Construction

Disclosures

Travis Cook has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amar Mehta
Jenkintown, PA
Clifford Wichmann
Walnut Creek, CA
Thomas Kimmett
Lemoyne, PA
Steven Fleisher
Conshohocken, PA
David Christians
Duluth, MN
Jean Dutt
Aberdeen, SD
Mario Rivero
Elizabeth, NJ
Lawrence Fleming
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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