John Willse
John Willse is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
219 Racine Dr, Ste A-1, Wilmington, NC, 28403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in various businesses, including fixed insurance sales (life, health, disability, annuities, and long-term care), investment management and insurance sales through Nabell Winslow, life settlements, and Partners Square LLC. He also works as a financial professional for Nabell Winslow Investments, Nabell Winslow Wealth Management, Masonboro Capital Group, LLC, and Nabell Winslow Life Insurance, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investment Advisors
Proequities, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Harris Financial Services, LLCBroker
The Leaders Group, INC.Broker
Tower Square Securities, INC.Broker
The Leaders Group, INC.Broker
Jackson National Financial Services, INC.Broker
Ameritas Investment CORP.Broker
C.A.L. Investment Services INC.Broker
Mid-Atlantic Securities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.