John TerrellCRD Number: 1295247
Current Firm: Wells Fargo Advisors, LLC
John Terrell (CRD# 1295247) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Punta Gorda, FL and has over 12 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Signator Investors, Inc.
Darryll R. Bauchert, Sr., Mba, Cfp
|Wells Fargo Advisors LLC||Punta Gorda, FL||May 2009 - Current||8|
|Wachovia Securities, LLC||North Port, FL||Aug 2007 - May 2009||1|
|Wachovia Securities, LLC||Punta Gorda, FL||Feb 2007 - May 2009||2|
|Atlas Securities, Inc.||San Leandro, CA||Nov 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)