Kegan Johnson (CRD# 7508780) is an Investment Advisor Representative working at Palo Alto Wealth Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palo Alto Wealth Advisors LLC | Palo Alto, CA | Mar 2022 - Current | 2 |
| Consulate General Of Canada | San Francisco, CA | Oct 2017 - Feb 2022 | 4 |
| U.s. Department Of State | Washington, DC | Jul 2016 - Aug 2017 | 1 |
| Syufy Enterprises | San Rafael, CA | Jan 2012 - Jul 2016 | 4 |
- CA
-
Total Assets Under Management593MILLIONS
-
Total Number of Accounts692ACCOUNTS
-
Average Account Value$856,752
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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