Daniel JohnsonCRD Number: 5898101
Current Firm: Parsec Financial Management, Inc.
Daniel Johnson (CRD# 5898101) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 7 years of experience in the finance industry. Daniel Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Holcombe & Mcgrath
Horizons Wealth Management
Holcombe & Mcgrath
|Parsec Financial Management Inc.||Asheville, NC||Aug 2013 - Current||4|
|Members Trust Company||Tampa, FL||Oct 2011 - Aug 2013||1|
|State Employees' Credit Union||Wilson, NC||Oct 2008 - Aug 2013||4|
|Credit Union Investment Services||Raleigh, NC||Apr 2011 - Jul 2012||1|
|Secu Brokerage Services||Raleigh, NC||Mar 2011 - Jul 2012||1|
|Lifeway Ridgecrest Conference Center||Ridgecrest, NC||May 2004 - Sep 2008||4|
|University Of North Carolina At Asheville||Asheville, NC||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Total Assets Under Management2,005MILLIONS
Total Number of Accounts4,927ACCOUNTS
Average Account Value$406,982
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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