Daniel Johnson is a CFP-designated registered investment advisor, based in Charlotte, NC, with 12 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is a writer for Medium.com and a self-employed wellness coach. These activities take a few hours per week each.
Employment History
Current Registrations
Vanguard Marketing Corporation
March 2017 - Present · 9 yrs 2 mos
Vanguard Marketing CorporationBroker
March 2017 - Present · 9 yrs 2 mos
Vanguard Advisers, INC.
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Ronald Blue & CO., LLC
August 2013 - January 2017 · 3 yrs 5 mos
State Registrations4 states
MNNCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.