Travis May

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

• 09/2015 → 11/2016
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 09/2015 → Present
  Wells Fargo Bank
  Salt Lake City, UT
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 12/2017 → 04/2018
  Wells Fargo Corporate Trust
  Sale Lake City, UT

Previous Registrations

• 2015-10-14 → 2018-01-04
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Salt Lake City, UT
  Minneapolis, MN
• 2015-03-16 → 2015-10-06
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2011-11-03 → 2015-03-16
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Charlotte, NC
  Salt Lake City, UT
  Charlotte, NC
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-02
• S63 Uniform Securities Agent State Law Examination
  2007-11-10

Other Names

• May Travis
• Travis J. May
• Travis J May