John Terrell, financial advisor Punta Gorda FL
93 score

John Terrell

CRD 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 11 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Punta Gorda, FL May 2009 - Current 7
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
Contact Info for John R. Terrell
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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