Joseph Johnston (CRD# 4620639) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Houston, TX and has over 20 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts, LLC | Waltham, MA | Jul 2020 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Jul 2020 | 4 |
| Northwestern Mutual Investment Services, LLC | Houston, TX | Jan 2003 - Jul 2020 | 17 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2002 - Jul 2020 | 18 |
| Northwestern Mutual Investment Services, LLC | Houston, TX | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- TX
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Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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