John VieiraCRD Number: 712160
Current Firm: Wells Fargo Clearing Services, LLC
John Vieira (CRD# 712160) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Westfield, NJ and has over 36 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Wells Fargo Clearing Services, LLC||Warren, NJ||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Warren, NJ||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
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