Kerry JohnsonCRD Number: 1227652
Current Firm: Woodbury Financial Services, Inc.
Kerry Johnson (CRD# 1227652) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Raleigh, NC and has over 33 years of experience in the finance industry.
Hornor, Townsend & Kent, Inc.
Portfolio Medics, LLC
|Woodbury Financial Services, Inc.||Raleigh, NC||Apr 2007 - Current||10|
|Northwestern Mutual||Raleigh, NC||Nov 1986 - Apr 2007||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV