Travis Moser is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in New Bern, NC, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
240 A Craven St, New Bern, NC, 28560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis has 50% ownership in Aiken Moser Wealth Management Group, LLC since June 2023, dedicating full-time hours to it. He also has 50% ownership in HATM Holdings, LLC since October 2024, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations27 states
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