John
Mccormick

Wells Fargo Clearing Services, LLC

CRD#1064861
Investment Advisor
in Hendersonville, NC

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About this Advisor

John Mccormick is an investment advisor in Hendersonville, North Carolina. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have gathered 11 years of professional experience. Mccormick has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mccormick is able to work with customers based out of Connecticut, North Carolina and Texas. Their career trajectory has included roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Hendersonville, North Carolina, and operates out of 6,239 other locations in the nation. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and retains more than 25,711 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 1,080,075 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 firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

421 South Church St Ste 100
Hendersonville, NC 28792

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC 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 Mccormick Work History

John has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

John Mccormick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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