PJ
PJ

Patrick Johnson

6 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
594 clients
Average Client Portfolio
$637K average
Assets Under Management
$378.2M

Fee Structure

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Location

1000 Potomac Street N.W., Suite 300, Washington D.C., DC, 20007

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History

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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Other Business Activities

Patrick is a Senior Planning Associate at Capital Investment Advisors. This takes about half of Patrick's time.

Employment History
Current Registrations
Capital Investment Advisors
November 2019 - Present · 6 yrs 3 mos
Cambridge Investment Research, INC.Broker
December 2018 - Present · 7 yrs 2 mos
State Registrations2 states
DCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.