JC
CFP
JC
CFP

John Cullen

32 Years of Experience
Greenville, SC
Broker

John Cullen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenville, SC, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

15 S Main St 3rd Fl, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
March 2019 - Present · 7 yrs 7 mos
Wells Fargo Advisors
March 2019 - Present · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - April 2019 · 10 yrs 3 mos
UBS Financial Services INC.
January 2009 - April 2019 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 1997 - January 2009 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1997 - January 2009 · 11 yrs 4 mos
NationssecuritiesBroker
October 1993 - December 1994 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
September 1991 - July 1993 · 1 yr 10 mos
F.N. Wolf & CO., INC.Broker
July 1991 - October 1991 · 3 mos
State Registrations18 states
AKALARCACOFLGAIDILMINCOHORPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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