Ian Johnson (CRD# 6789313) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Murphy, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Markets Iq | Arlington, TX | May 2022 - Current | 1 |
| Center Street Securities | Nashville, TN | Aug 2021 - May 2022 | < 1 |
| Skyline Juniors | Plano, TX | Jan 2009 - Dec 2021 | 12 |
| Pfs Investments Inc. | Dallas, TX | Feb 2020 - Aug 2021 | 1 |
| Primerica Financial Services | Dallas, TX | Jan 2017 - Aug 2021 | 4 |
| Penguin Perry's | Double Oak, TX | Jan 2018 - Mar 2021 | 3 |
| Mml Investors Services | Dallas, TX | Jun 2018 - Dec 2019 | 1 |
| Massmutual | Dallas, TX | May 2018 - Dec 2019 | 1 |
| Skyline Juniors | Murphy, TX | May 2005 - May 2018 | 13 |
| Pfs Investments Inc. | Dallas, TX | Oct 2017 - Apr 2018 | < 1 |
| Primerica Financial Services | Dallas, TX | Jan 2017 - Apr 2018 | 1 |
| High Five Fitness | Plano, TX | Jan 2012 - Jan 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
-
Total Assets Under Management392MILLIONS
-
Total Number of Accounts680ACCOUNTS
-
Average Account Value$576,911
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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