Laurel Johnson (CRD# 4960297) is an Investment Advisor Representative working at Davenport & Company LLC in Sanford, NC and has over 18 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 3215428
Charles Schwab & Company, Inc.
CRD# 6783693
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dvenport & Company LLC | Sanford, NC | Aug 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Pinehurst, NC | Nov 2016 - Aug 2019 | 2 |
| Wells Fargo Advisors, LLC | Pinehurst, NC | Apr 2016 - Nov 2016 | < 1 |
| Wells Fargo Advisors, LLC | Sanford, NC | Dec 2015 - Apr 2016 | < 1 |
| Wells Fargo Advisors LLC | Sanford, NC | May 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- NC
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Total Assets Under Management19,333MILLIONS
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Total Number of Accounts20,878ACCOUNTS
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Average Account Value$925,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- 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, VT, WA, WI, WV, WY
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