William Bruce Wrigley
Investment adviser representative at John Hancock Personal Financial Services, LLC
18 yearsExperience
1 stateRegistered in
$2.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- John Hancock Personal Financial Services, LLCMay 2025 to now
- John HancockMay 2025 to now
- Manulife Wealth IncMay 2025 to now
- Ventum Advisors Corp.Aug 2024 to May 2025
- Ventum Financial Corp.Jun 2024 to May 2025
- Ventum Insurance Services Corp.Jun 2024 to May 2025
- Chevron Wealth PreservationNov 2020 to Jun 2024
- Echelon Wealth PartnersNov 2020 to Jun 2024
- National Bank FinancialJan 2008 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7973047
- Firm CRD
- 174433