John Felix is a registered investment advisor, based in Daniel Island, SC, with 5 years of industry experience.
Location
225 Seven Farms Drive Suite 106, Daniel Island, SC, 29492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a financial advisor with Commonwealth Capital Management since 2023, dedicating a full-time workload to this role. He also owns rental property managed by Hilton Head Long Term Rentals, requiring minimal time, and works as a boat captain for Hooked on Tail Charters for a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations17 states
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