Victor Doherty, financial advisor Cincinnati OH

Victor Doherty

CRD Number: 6638527
Current Firm: Johnson Investment Counsel, Inc.

Victor Doherty (CRD# 6638527) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry. Victor Doherty 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.

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Professional Designations
Company Name Location Dates Years
Johnson Investment Counsel, Inc. Cincinnati, OH Nov 2020 - Current 1
Cig Risk Management Southfield, MI Oct 2018 - Nov 2020 2
Cig Asset Management Southfield, MI Oct 2018 - Nov 2020 2
Cig Securities, Inc. Southfield, MI Oct 2018 - Nov 2020 2
Cig Capital Advisors Southfield, MI Oct 2018 - Nov 2020 2
Doherty Search Partners Bloomfield Hills, MI Oct 2017 - Oct 2018 1
Hantz Financial Services Southfield, MI Apr 2016 - Sep 2017 1
Michigan State University East Lansing, MI Aug 2013 - Apr 2016 2
Meadowbrook Insurance Southfield, MI May 2015 - Aug 2015 < 1
Talmer Troy, MI May 2014 - Aug 2014 < 1
City Of Birmingham Birmingham, MI Apr 2013 - Aug 2013 < 1
U Of M Dearborn Dearborn, MI Sep 2011 - Apr 2013 1
Emagine Movie Royal Oak, MI Jun 2011 - Apr 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Victor C. Doherty
Phone Number: 513-661-3100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    15,525
    MILLIONS
  • Total Number of Accounts
    12,097
    ACCOUNTS
  • Average Account Value
    $1,283,412
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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