John Wilson (CRD# 4332361) is an Investment Advisor Representative working at Dkcb Financial Advisors, LLC in Rochester, NY and has over 23 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Rochester, NY | Oct 2019 - Current | 4 |
| Davie Kaplan, Cpa, P.c. | Rochester, NY | Aug 2007 - Current | 16 |
| Avantax Insurance Services, Inc. | Rochester, NY | Mar 2006 - Current | 18 |
| Dkcb Financial Advisors, LLC | Rochester, NY | Jan 2000 - Current | 24 |
| 1st Global Advisors Inc. | Rochester, NY | Jun 2007 - Oct 2019 | 12 |
| 1st Global Capital Corp | Rochester, NY | Jan 2001 - Oct 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
NY, TX
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