JC
JC

John Copley

27 Years of Experience
Greensboro, NC
1 DisclosureBroker

John Copley is a registered investment advisor at Wells Fargo Advisors, based in Greensboro, NC, with 27 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.

Loading...

Location

806 Green Valley Rd Ste 100, Greensboro, NC, 27408

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
December 2010
Denied
Employment History
Current Registrations
Wells Fargo Advisors
June 2005 - Present · 21 yrs 4 mos
Wells Fargo Clearing Services, LLC
June 2005 - Present · 21 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2005 - Present · 21 yrs 4 mos
Previous Registrations
Suntrust Investment Services, INC.
February 2005 - June 2005 · 4 mos
Suntrust Securities, INC.Broker
February 2005 - June 2005 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - January 2005 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1999 - January 2005 · 5 yrs 8 mos
State Registrations13 states
AZFLILMDMINCNJNYSCTNTXVAWA
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