Dara JohnsonCRD Number: 3005845
Current Firm: Fieldpoint Private Securities LLC
Dara Johnson (CRD# 3005845) is an Investment Advisor Representative working at Fieldpoint Private Securities LLC in Greenwich, CT and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Fieldpoint Private Securities, LLC||Greenwich, CT||Mar 2011 - Current||6|
|Fieldpoint Private Bank & Trust||Greenwich, CT||Apr 2008 - Mar 2011||2|
|Goldman Sachs||New York, NY||Sep 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management1,918MILLIONS
Total Number of Accounts2,667ACCOUNTS
Average Account Value$719,102
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, IL, MD, MN, MO, NC, NH, NJ, NM, NY, PA, TX, VA
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