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Wilton Dietrich Johnson

Southeast Investments, N.c., Inc.

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About Wilton Dietrich Johnson

Wilton Dietrich Johnson is a registered representative with Southeast Investments, N.c., Inc. in Charlotte, NC. Wilton has been in the financial services industry since January 22, 1976. Wilton is a licensed securities agent in Delaware and Virginia. Wilton has passed the Series 1, Series 6TO, SIE, and Series 63 exams. Wilton has also worked at SII Investments, Inc. and Mutual of Omaha Investor Services, Inc.

Firm Information

Wilton Johnson is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Offer products as a b/d on a commission basis

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Wilton Johnson’s Registration & Firm History

NC

06/29/2012 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

VA

07/01/2010 - 03/06/2012

SII INVESTMENTS, INC. (ROANOKE VA)

VA

10/01/1975 - 07/12/2010

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ROANOKE VA)

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Licenses & Designations

BC

Issued 04/27/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wilton Dietrich Johnson. Review regulatory record here.
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