Walter Steven Less
Investment adviser representative at Trajan Wealth, L.L.C.
17 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Trajan Wealth, L.L.C.Jul 2026 to now
- LPL Financial LLCSep 2018 to Jul 2026
- Wells Fargo Clearing Services, LLCJan 2017 to Sep 2018
- South State Investment ServicesMay 2014 to Jan 2017
- LPL Financial LLCMay 2009 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5191948
- Firm CRD
- 158847