Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Johnston is a financial advisor with Kestra Private Wealth Services, LLC. David has been in the industry since 1981 and has a wide range of experience working with individuals, families, and businesses. David is committed to providing personalized financial advice and helping clients achieve their financial goals. David is a registered representative of Kestra Investment Services, LLC and an investment advisor representative of Kestra Advisory Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/14/2017 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
UT
06/01/2009 - 08/11/2017
MORGAN STANLEY (PROVO UT)
UT
04/17/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVO UT)
NY
03/28/2003 - 04/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/31/1993 - 04/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/16/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/04/1983 - 11/03/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
08/31/1981 - 10/14/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/23/1981 - 09/11/1981
DAIN, BOSWORTH INCORPORATED
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1982
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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