John Morley
John Morley is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 46 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1990Other Business Activities
John is a co-trustee of his mother's trust, dedicating minimal time. He also has 50% ownership in Morley Investment Group LLC, spending about a quarter of his time, and 130 hours during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations29 states
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