Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Whitfield Wilks is an investment advisor representative with Novare Capital Management in Charlotte, North Carolina. John has been in the industry since 2006 and is a Certified Financial Planner. John has experience working with high net worth individuals, charitable organizations, corporations, and pension plans. John's previous employers include Stanford Group Company and UST Securities Corp.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
11/06/2009 - Present
Novare Capital Management (CHARLOTTE NC)
NC
07/30/2007 - 03/31/2009
STANFORD GROUP COMPANY (CHARLOTTE NC)
CT
09/20/2006 - 08/08/2007
UST SECURITIES CORP. (STAMFORD CT)
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Wilks is the right advisor for you? Invested Better is here to help.
