Stanley Wilcox
Stanley Wilcox is a ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Kennett Square, PA, with 30 years of industry experience. Stanley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
120 Marshall St, Kennett Square, PA, 19348
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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
Stanley is a trustee for a family life insurance trust and has power of attorney for his wife, dedicating minimal time to each. He also owns 100% of BKV Operating LLC, dealing with mineral rights/royalties, and has a 44% ownership in 211 Property Partners, LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations37 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.
Exams
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