Wells Fargo Advisors Financial Network, LLC
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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
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 17 years of experience.
Wells Fargo Advisors Financial Network LLC
Wachovia Securities, LLC
Adrirondack Tennis Club
John Wilcox has no disclosures.
Please visit their SEC profile for more details.