Unclaimed
Mckayla Lea Johnson is a financial advisor registered with Wealthspire Advisors, a firm based in New York, NY. Mckayla has been in the industry since 2021 and is registered to offer securities advice in New York. Mckayla earned her Series 63 and Series 65 licenses in 2021 and 2022, respectively. Mckayla has worked in various roles, including at The Vanguard Group, Inc. and RMB Capital. Mckayla has a background in finance and has experience in providing financial planning, portfolio management, and pension consulting services.
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.
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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NY
09/16/2024 - Present
Wealthspire Advisors (New York NY)
Active
Inactive
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