Wells Fargo Advisors Financial Network, LLC
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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
Years of Experience
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Wells Fargo Advisors Financial Network, LLC Brokerage Details
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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
John Wilcox Work History
John has 19 years of experience.
Wells Fargo Advisors Financial Network LLC
Adrirondack Tennis Club
Wachovia Securities, LLC
John Wilcox has no disclosures.
Please visit their SEC profile for more details.
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