Lifemark Securities
40yrs
Top advisor by experience in Barre
30yrs
Based in Barre, Vermont, David Johns is a fiduciary financial advisor with 30 years of industry experience. David has been with Wells Fargo Advisors since 2013; before that, David spent ten years at A. G. Edwards & Sons. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 23 advisors with offices in Barre, and one of 23 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office14 N Main St Suite 5002, Barre, VT 05641
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2013Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008A. G. Edwards & Sons, Inc.Previously
Contact David
Local office(802) 622-0800Ask for David. (314) 875-3000Main office · St. Louis, MO 14 N Main St Suite 5002Barre, VT 05641Office · Get directions Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (802) 622-0800 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for David Johns.
How long has David been a financial advisor?
David has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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