Donn JohnstonCRD Number: 6170822
Current Firm: Captrust
Donn Johnston (CRD# 6170822) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has 1 year of experience in the finance industry. Donn Johnston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Capfinancial Partners, Llc. (captrust)||Raleigh, NC||Mar 2017 - Current||4|
|The Johnston Group, Inc.||Lower Gwynedd, PA||Jul 2014 - Sep 2017||3|
|Surgical Innovations||Nashville, TN||May 2011 - Jul 2014||3|
|Axa Advisors, LLC||New York, NY||Jun 2013 - Sep 2013||< 1|
Total Assets Under Management450,010MILLIONS
Total Number of Accounts42,717ACCOUNTS
Average Account Value$10,534,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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