Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Johnson is a financial advisor with TD Private Client Wealth LLC. David has been in the financial services industry since 2016. David is registered as a broker-dealer (BD) and an investment advisor representative (IAR) with TD Private Client Wealth LLC in the states of Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. David holds the Series 66, Series 7, and SIE securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
SC
07/31/2023 - Present
TD Private Client Wealth LLC (Greenville SC)
SC
03/18/2021 - 06/04/2022
J.P. MORGAN SECURITIES LLC (Greenville SC)
SC
03/31/2017 - 01/21/2021
WELLS FARGO CLEARING SERVICES, LLC (LANDRUM SC)
SC
10/22/2015 - 01/11/2017
WADDELL & REED (COLUMBIA SC)
BOTH
Issued 02/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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