Anita JohnsonCRD Number: 5060810
Current Firm: Wells Fargo Clearing Services, LLC
Anita Johnson (CRD# 5060810) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Wells Fargo Clearing Services, LLC||Walnut Creek, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Walnut Creek, CA||Jul 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
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, WY
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