Dana JohnsonCRD Number: 5370624
Current Firm: Wilmington Capital Securities, LLC
Dana Johnson (CRD# 5370624) is an Investment Advisor Representative working at Wilmington Capital Securities, LLC in New York, NY and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Wilmington Capital Securities LLC||New York, NY||Nov 2016 - Current||1|
|Unemployed||Jersey City, NJ||Oct 2016 - Nov 2016||< 1|
|Santander Bank, Na||Newark, NJ||Mar 2014 - Sep 2016||2|
|Santander Securities LLC||Guay, PR||Mar 2014 - Sep 2016||2|
|Unemployed||Jersey City, NJ||Nov 2013 - Mar 2014||< 1|
|Bank Of America, N.a.||Hackensack, NJ||Sep 2011 - Nov 2013||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hackensack, NJ||Apr 2011 - Nov 2013||2|
|Chase Investment Services Corp||Brooklyn, NY||Jun 2008 - Apr 2011||2|
|Unemployed||New York, NY||Apr 2008 - Jun 2008||< 1|
|Morgan Stanley & Company, Incorporated||New York, NY||Oct 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management35MILLIONS
Total Number of Accounts164ACCOUNTS
Average Account Value$211,693
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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