Unclaimed Profile

John Whitfield Wilks

NOVARE CAPITAL MANAGEMENT·CHARLOTTE, North Carolina

Clean recordNOVARE CAPITAL MANAGEMENT

521 E. MOREHEAD, CHARLOTTE, NC 28202CRD# 5198708Firm CRD# 117949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Whitfield Wilks · CHARLOTTE, NC

Registration

CRD #5198708 · NOVARE CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Whitfield Wilks is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with NOVARE CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NOVARE CAPITAL MANAGEMENT

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NOVARE CAPITAL MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5198708

Firm CRD# 117949

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Whitfield Wilks offer?

John Whitfield Wilks specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are John Whitfield Wilks's credentials?

John Whitfield Wilks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Whitfield Wilks located?

John Whitfield Wilks is based in CHARLOTTE, North Carolina, working with NOVARE CAPITAL MANAGEMENT. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does John Whitfield Wilks charge for services?

John Whitfield Wilks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NOVARE CAPITAL MANAGEMENT?

NOVARE CAPITAL MANAGEMENT has approximately 22 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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