John RobertsCRD Number: 1024411
Current Firm: Wells Fargo Clearing Services, LLC
John Roberts (CRD# 1024411) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Petersburg, FL and has over 36 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wells Fargo Advisors LLC||Saint Petersburg, FL||May 2009 - Current||8|
|Wachovia Securities LLC||Saint Petersburg, FL||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1982|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
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, WY