Daniel Johnson, financial advisor Charlotte NC
89 score

Daniel Johnson

CRD Number: 6215731
Current Firm: Ronald Blue & Company, LLC

Daniel Johnson (CRD# 6215731) is an Investment Advisor Representative working at Ronald Blue & Company, LLC in Charlotte, NC and has over 3 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.

Similar Advisors
Tony Montanari, financial advisor Charlotte NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
Similar Advisors
Robert Higgins, financial advisor Charlotte NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Score
103
Similar Advisors
Luther Lockwood II, financial advisor Charlotte NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Ronald Blue & Company Charlotte, SC May 2013 - Current 3
Accenture Charlotte, SC Feb 2013 - May 2013 < 1
United States Air Force Shaw Afb, SC Jan 2009 - Jan 2013 4
Jostens Owatonna, MN Jan 2007 - Jan 2009 2
Spx Service Solutions Owatonna, MN Sep 2005 - Jan 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Daniel K. Johnson
Phone Number: 770-280-6000
Firm Website: https://rbis.ronblue.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    6,637
    MILLIONS
  • Total Number of Accounts
    16,436
    ACCOUNTS
  • Average Account Value
    $403,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Daniel Johnson and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.