Norfolk, VA 23510
Gerald Willcox
Financial advisor at Wells Fargo Advisors
Based in Norfolk, Virginia, Gerald Willcox is a fiduciary financial advisor with 18 years of industry experience. Gerald joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 264 advisors with offices in Norfolk, and one of 245 fiduciaries.
At a glance
Services through Wells Fargo Advisors
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
- Sep 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Gerald
Local office(757) 622-8261Ask for Gerald. (314) 875-3000Main office · St. Louis, MO 999 Waterside Dr Suite 1800, Dominion Tower [V4-Rbo]Norfolk, VA 23510Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- 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
About Gerald
How do I contact Gerald?
Call Gerald’s local office at (757) 622-8261 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gerald Willcox.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Gerald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gerald 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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Norfolk, VA 23510