John
Wilcox

Wells Fargo Advisors Financial Network, LLC

CRD#3153170
Investment Advisor
in Westborough, MA

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About this Advisor

John Wilcox is a certified financial planner working in Westborough, Massachusetts, with 18 years of financial industry experience. Wilcox is on the advisory team at Wells Fargo Advisors Financial Network, LLC. Over the course of their career, they have held roles at Adrirondack Tennis Club, Wells Fargo Advisors Financial Network LLC and Wachovia Securities, LLC. Wilcox holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in North Carolina and Texas. Wells Fargo Advisors Financial Network, LLC is a business based in Westborough, Massachusetts. The investment advisory business has offices in 721 locations and a total of 1,978 employees. It manages $48 billion in assets under management between its 154,383 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 789 charitable organizations. Of its 154,383 customer accounts, 41% belong to high-net-worth clients who have at least $1 million in assets available to invest. Wells Fargo Advisors Financial Network, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees largely vary depending on which service is offered. However, fees charged by Wells Fargo Advisors Financial Network, LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

287 Turnpike Rd Ste 250 [Satellite]
Westborough, MA 01581

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

MA Average: $11,469,110,461
Total Number of Employees

1,978

MA Average: 458
Total Number of Accounts

154,383

MA Average: 33,415
Average Account Size

$307,810

MA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

John Wilcox Work History

John has 19 years of experience.

2010 - Present (10 years)

Wells Fargo Advisors Financial Network LLC

2001 - Present (19 years)

Adrirondack Tennis Club

2008 - 2010 (2 years)

Wachovia Securities, LLC

Disclosures

John Wilcox has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Advisors Financial Network, LLC

Owen Mccabe
Plano, TX
Chelsea Ganey
Naples, FL
Todd Chambers
Saint Louis, MO
Kurt Grimmer
Tacoma, WA
Mary Steele
Landrum, SC
Vincent Pasko
Annapolis, MD
David Stepanek
Wayzata, MN
Michelle Nuttman
Rancho Palos Verdes, CA

This content was compiled from the SEC and FINRA.

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