Adviser and broker representative · Wells Fargo Clearing Services, LLC
Travis M. Burdette
CRD 5983976 · Charleston, SC
At a glance
Travis M. Burdette is an investment adviser representative with Wells Fargo Clearing Services, LLC in Charleston, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Travis’s SEC record dates to 2012, about 14 years ago. Travis is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince May 2014Charleston, SC · $671B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Travis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.