John Troncale
John Troncale is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Anniston, AL, with 25 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 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
1130 Quintard Avenue, Suite 100, Anniston, AL, 36201
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
John has 50% ownership in JDWM LLC since September 2024, dedicating a few hours per week. He also has 50% ownership in MT-WM LLC since March 2025, dedicating a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 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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