Chris Johnson (CRD# 6348823) is an Investment Advisor Representative working at Principal Securities, Inc. in Elk Grove, CA and has over 9 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Elk Grove, CA | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Elk Grove, CA | May 2015 - Nov 2019 | 4 |
| Princor Financial Services Corporation | Elk Grove, CA | May 2015 - Mar 2016 | < 1 |
| Unemployed | Sacramento, CA | Feb 2015 - May 2015 | < 1 |
| Edward Jones | St Louis, MO | Jun 2014 - Feb 2015 | < 1 |
| Sierra Pacific Mortgage Company | Folsom, CA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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