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John Bennett

Wells Fargo Advisors
18 Years of Experience
Charlotte, NC
1 DisclosureBroker
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John Bennett is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 18 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.

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Location

6101 Fairview Rd, Charlotte, NC, 28210

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History

Regulatory History (1)
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Customer Dispute
August 2023
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
First Citizens Investor Services, INC.
April 2012 - June 2023 · 11 yrs 2 mos
First Citizens Investor Services, INC.Broker
April 2012 - June 2023 · 11 yrs 2 mos
Morgan Stanley Smith BarneyBroker
October 2010 - April 2012 · 1 yr 6 mos
Morgan Stanley Smith Barney LLC
October 2010 - April 2012 · 1 yr 6 mos
Wells Fargo Advisors, LLC
April 2008 - October 2010 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
October 2007 - October 2010 · 3 yrs
State Registrations11 states
ALCAFLGAILNCNYPASCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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