John Wolverton, financial advisor Dallas TX
93 score

John Wolverton

CRD Number: 1123543
Current Firm: Securities America Advisors, Inc.

John Wolverton (CRD# 1123543) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Dallas, TX Jul 2003 - Current 13
Securities America Advisors, Inc. Dallas, TX Jul 2003 - Current 13
Navigation Financial Group Dallas, TX Jul 2003 - Current 13
John Wolverton / Kinneret Homes Allen, TX Sep 2006 - Dec 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for John D. Wolverton
Phone Number: 402-399-9111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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