CEO · Fivancial Advisors, Inc.
John Wingate
CRD 8079666 · Named on Form ADV at one SEC-registered adviser
At a glance
Fivancial Advisors, Inc., an SEC-registered wealth manager based in Dallas, TX with $925 in regulatory assets, lists John Wingate on its Form ADV as CEO, a control person.
Firms and roles
- Fivancial Advisors, Inc.CEOWealth manager · Dallas, TX · $0M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Rebecca A ReedCOO, Fivancial Advisors, Inc.
- Ravi De SilvaCCO, Fivancial Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.