John Wingo, financial advisor Shreveport LA

John Wingo

CRD Number: 1071166
Current Firm: Wingo Asset Management, LLC

John Wingo (CRD# 1071166) is an Investment Advisor Representative working at Wingo Asset Management, LLC in Shreveport, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Optivise Advisory Services, LLC Shreveport, LA Sep 2019 - Current 3
Wingo Wealth, LLC Shreveport, LA Jan 2014 - Current 8
Wingo Wealth (pka Wingo And Watts) Shreveport, LA Jan 2008 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for John A. Wingo
Phone Number: 318-629-8800
Firm Website:
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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