Unclaimed
John Poole is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John has been working in the financial industry since August 31, 2000. John is a Certified Financial Planner and is registered to provide investment advice in Alabama and Texas. In addition to his work with Wells Fargo Advisors Financial Network, LLC, John also owns and operates Village Wealth Management LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
03/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (HOMEWOOD AL)
AL
04/23/2005 - 03/21/2024
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
AL
09/01/2000 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
IA
Issued 02/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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