Steffani Johnstone, financial advisor Sierra Vista AZ
89 score

Steffani Johnstone

CRD Number: 6238531
Current Firm: Wells Fargo Advisors, LLC

Steffani Johnstone (CRD# 6238531) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sierra Vista, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Sierra Vista, AZ Aug 2013 - Current 3
Wells Fargo Bank Na Sierra Vista, AZ Nov 2010 - Current 6
Bbva Compass Bank Sierra Vista, AZ Aug 2010 - Sep 2010 < 1
Advance America Sierra Vista, AZ Nov 2009 - Aug 2010 < 1
Gap Inc. Spokane Valley, WA Sep 2008 - Sep 2009 1
Oshkosh B Gosh Bellevue, WA Jun 2002 - Aug 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Steffani A. Johnstone
Phone Number: 314-875-3000
Registered State(s):
  • AZ
  • CO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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