Anna JohnsCRD Number: 7370387
Current Firm: Principal Securities, Inc.
Anna Johns (CRD# 7370387) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Principal Life Insurance Company||Costa Mesa, CA||Apr 2021 - Current||1|
|Principal Securities Inc.||Costa Mesa, CA||Apr 2021 - Current||1|
|Unemployed||Los Angeles, CA||Dec 2020 - Apr 2021||< 1|
|Student Santa Monica College||Santa Monica, CA||Jul 2020 - Dec 2020||< 1|
|Student Santa Monica College||Santa Monica, CA||Jan 2018 - Jul 2020||2|
|Bmw New Century||Alhambra, CA||Jul 2017 - Jan 2018||< 1|
|Student Pasadena City College||Pasadena, CA||Jan 2014 - Jul 2017||3|
|Student Wittier Law School||Costa Mesa, CA||Jul 2013 - Jan 2014||< 1|
|Exit Realty||Norwalk, IA||Jun 2012 - Jul 2013||1|
|Skogman Realty||Cedar Rapids, IA||Jan 2012 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management11,439MILLIONS
Total Number of Accounts44,544ACCOUNTS
Average Account Value$256,795
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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