Travis Webb Callaway

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → 09/2016
  Raymond James & Associates
  Anderson, IN
• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Anderson, IN
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Anderson, IN

Previous Registrations

• 2008-02-19 → 2016-09-16
  Raymond James & Associates, Inc.
  Anderson, IN
  Indianapolis, IN
• 2004-08-10 → 2008-02-19
  Edward Jones
  Pendleton, IN
• 2003-07-28 → 2004-08-10
  Charles Schwab & Co., Inc.
  IN

Other Businesses

NEW CASTLE COMMUNITY SCHOOL CORPORATION; NOT INV RELATED; NEW CASTLE, IN; HEAD GIRLS TRACK & FIELD COACH; START DATE 11/1/2024; 28 HOURS PER MONTH; 0 DURING TRADING; DEVELOPING AND IMPLEMENTING TRAINING PROGRAMS FOR STUDENT ATHLETES AT THE HIGH SCHOOL LEVEL.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-04
• S63 Uniform Securities Agent State Law Examination
  2000-12-28

Designations

• Certified Financial Planner