John Kellar, financial advisor Fort Lauderdale FL
90 score

John Kellar

CRD Number: 1436046
Current Firm: Wells Fargo Advisors, LLC

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. 

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Areas of Focus

  • Business Services
  • Estate Planning Strategies
  • Insurance
  • IRAs & IRA Rollovers
  • Retirement Planning

 

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Lauderdale, FL May 2009 - Current 7
Wachovia Securities LLC Fort Lauderdale, FL Jul 2003 - Current 13
Prudential Securities December 1998 Fort Lauderdale, FL Dec 1999 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John Kellar
Phone Number: 954-467-6800
Registered State(s):
  • FL
  • WV
  • TX
  • MO
  • NC
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
90
Verified Page
Data verified by both the advisor and the public regulatory data.

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