John Lillywhite
John Lillywhite is a registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 14 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
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
8888 Keystone Crossing, Ste 700, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business Activities
John is a board member for the City of Martinsville and an advisory board member for Washington Township, dedicating minimal time to each. He also owns rental property, acting as a landlord since August 2023, also dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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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