D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
18yrs
Travis Allbee
Financial advisor at Wells Fargo Advisors
Travis Allbee has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Seattle, Washington. Travis has been with Wells Fargo Advisors since 2025; before that, Travis spent eight years at J.P. Morgan Securities and a year at Scottrade Investment Management. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 59% of advisors in Washington
Office4100 University Way NE, Seattle, WA 98105
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2017 – 2025J.P. Morgan Securities LLCPreviously
- Sep 2016 – Jun 2017Scottrade Investment ManagementPreviously
- Oct 2012 – Apr 2014J.P. Morgan Securities LLCPreviously
- 2010 – 2012Chase Investment Services Corp.Previously
- Dec 2009 – Mar 2010Waddell & ReedPreviously
- Jan 2009 – Aug 2009Edward JonesPreviously
Contact Travis
Local office(206) 547-2811Ask for Travis. (314) 875-3000Main office · St. Louis, MO 4100 University Way NESeattle, WA 98105Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Travis
Tailored to Travis’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Travis’s local office at (206) 547-2811 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Travis Allbee.
How long has Travis been a financial advisor?
Travis has been in the industry since 2009, about 18 years. More experience than 59% of advisors in Washington.
What licenses does Travis hold?
Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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