TrueAdvisor
TrueAdvisor
JL
JL

John Lavalle

Wells Fargo Advisors
28 Years of Experience
Arlington, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

John Lavalle is a registered investment advisor at Wells Fargo Advisors, based in Arlington, VA, with 28 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.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

2213 N Glebe Rd, Arlington, VA, 22207

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
May 2005 - Present · 21 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2005 - Present · 21 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
August 2001 - April 2005 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2000 - April 2005 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
November 1997 - December 2000 · 3 yrs 1 mo
State Registrations32 states
ARCACOCTDCDEFLGAIAIDILKSMAMDMEMINCNHNJNMNVNYOHOKORPASCTNVAWAWIWY
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.
More Advisors
More financial advisors in Arlington, VA →All financial advisors in Virginia →