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Courtney Johnson

D.A. Davidson & CO.
15 Years of Experience
Newport Beach, CA
1 DisclosureBroker
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Courtney Johnson is a registered investment advisor at D.A. Davidson & CO., based in Newport Beach, CA, with 15 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

680 Newport Center Drive, Suite 230, Newport Beach, CA, 92660

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History

Regulatory History (1)
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Financial
July 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
D.A. Davidson & CO.
November 2018 - Present · 7 yrs 6 mos
D.A. Davidson & CO.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
D.A. Davidson & CO.
November 2013 - November 2018 · 5 yrs
D.A. Davidson & CO.Broker
November 2013 - November 2018 · 5 yrs
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell Weedon & CO.
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.
March 2011 - November 2013 · 2 yrs 8 mos
Crowell, Weedon & CO.Broker
December 2010 - November 2013 · 2 yrs 11 mos
State Registrations37 states
AZCACOCTDCFLGAHIIDILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPASDTNTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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