Johnna CroomCRD Number: 5204334
Current Firm: First Citizens Investor Services, Inc.
Johnna Croom (CRD# 5204334) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|First Citizens Investor Services||Raleigh, NC||Nov 2021 - Current||< 1|
|First Citizens Asset Management||Columbia, SC||Nov 2019 - Dec 2021||2|
|First Citizens Investor Services||Raleigh, NC||Jun 2019 - Nov 2021||2|
|Edward Jones||St Louis, MO||Mar 2019 - May 2019||< 1|
|Bb&t Securities, LLC||Cary, NC||Jan 2018 - Feb 2019||1|
|Bb&t Investments||Charlotte, NC||Oct 2009 - Jan 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2010|
|S65||NASAA Investment Advisors Law Examination||Mar 2016|
Total Assets Under Management1,625MILLIONS
Total Number of Accounts5,099ACCOUNTS
Average Account Value$318,616
- 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)
CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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