Wesley
Collard
John Hancock Personal Financial Services, LLC
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About this Advisor
Wesley Collard is a financial advisor working out of Boston, Massachusetts, with a total of 3 years of industry experience. Collard works at John Hancock Personal Financial Services, LLC. The advisor has gained experience at John Hancock, Aptean, The University Club Of Louisville, The University Of Louisville, John Hancock Distributors, Ameriprise Financial Services, Inc, Adp Broker Dealer Inc, Adp LLC, John Hancock Distributors LLC, Unemployed - Job Searching and Stonewood Financial, LLC. Collard holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Kentucky and Massachusetts. John Hancock Personal Financial Services, LLC is a registered investment company that has its headquarters in Boston, MA. It manages $2 billion in assets under management between its 26,018 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 26,018 accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by John Hancock Personal Financial Services, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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John Hancock Personal Financial Services, LLC Brokerage Details
$1,820,193,718
166
26,018
$69,959
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Wesley Collard Work History
Wesley has been registered as a financial advisor for 3 years.*
John Hancock
John Hancock Distributors LLC
Unemployed - Job Searching
Stonewood Financial, LLC
Adp Broker Dealer Inc
Adp LLC
Ameriprise Financial Services, Inc
John Hancock
John Hancock Distributors
Aptean
The University Club Of Louisville
The University Of Louisville
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Collard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at John Hancock Personal Financial Services, LLC
Boston, MA
Boston, MA
Newtown, PA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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