Philip Johnston (CRD# 7115213) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 3 years of experience in the finance industry. Philip Johnston 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | Mar 2022 - Current | 2 |
| Shankervalleau Wealth Advisors, Inc. | Skokie, IL | Jun 2020 - Mar 2022 | 1 |
| University Of Illinois At Urbana - Champaign | Champaign, IL | Aug 2016 - Jun 2020 | 3 |
| Focus Financial | St. Louis Park, MN | May 2019 - Apr 2020 | < 1 |
| University Of Illinois Foundation | Champaign, IL | Feb 2019 - Nov 2019 | < 1 |
| University Housing | Champaign, IL | May 2018 - Aug 2018 | < 1 |
| University Housing | Champaign, IL | Sep 2017 - May 2018 | < 1 |
| University Housing | Champaign, IL | May 2017 - Aug 2017 | < 1 |
| Full-time Education | Dunlap, IL | Oct 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- IL
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
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