John
Wilcox

Wells Fargo Advisors Financial Network, LLC

CRD#3153170
Investment Advisor
in Boston, MA
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About this Advisor

John Wilcox is a certified financial planner in Boston, Massachusetts. Currently an investment advisor at Wells Fargo Advisors Financial Network, LLC, they have gathered 17 years of professional experience in the financial advisory industry. Wilcox maintains Series 63 and Series 66 licenses, qualifying them as a securities agent. Wilcox can operate based out of North Carolina and Texas. Their career trajectory has included roles at Adrirondack Tennis Club, Wells Fargo Advisors Financial Network LLC and Wachovia Securities, LLC. Wells Fargo Advisors Financial Network, LLC is based out of Boston, Massachusetts, and operates out of 729 locations in the nation. As a company, Wells Fargo Advisors Financial Network, LLC oversees $49 billion in assets dispersed across 149,098 accounts and employs more than 1,997 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 106,411 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Advisors Financial Network, LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

265 Franklin St 4Th Fl
Boston, MA 02110

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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 17 years of experience.

2010 - Present (9 years)

Wells Fargo Advisors Financial Network LLC

2001 - Present (18 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.

This content was compiled from the SEC and FINRA.

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