Unclaimed Profile

John Wilson Spears

AVONDALE WEALTH MANAGEMENT LLC·DALLAS, Texas

Series 7, Series 66Clean record16 years registeredAVONDALE WEALTH MANAGEMENT LLC

14901 QUORUM DRIVE, DALLAS, TX 75254CRD# 4168025Firm CRD# 152590

Profile Verification

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

Identity

John Wilson Spears · DALLAS, TX

Registration

CRD #4168025 · AVONDALE WEALTH MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVONDALE WEALTH MANAGEMENT LLC

AVONDALE INVESTMENT MANAGEMENT LLC

Nov 2012 – Dec 2019

DALLAS, TX

AVONDALE WEALTH MANAGEMENT LLC

Jun 2010 – Dec 2012

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 22, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVONDALE WEALTH MANAGEMENT LLC

CRD 152590 · SEC 801-101528

AUM

$250M

Regulatory assets under management

Employees

504 client accounts

Services offered by AVONDALE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVONDALE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John Wilson Spears offer?

John Wilson Spears specializes in Financial Planning, Investment Management.

What are John Wilson Spears's credentials?

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

Where is John Wilson Spears located?

John Wilson Spears is based in DALLAS, Texas, last registered with AVONDALE WEALTH MANAGEMENT LLC.

How does John Wilson Spears charge for services?

John Wilson Spears's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVONDALE WEALTH MANAGEMENT LLC?

AVONDALE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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