Steffani JohnstoneCRD Number: 6238531
Current Firm: Wells Fargo Clearing Services, LLC
Steffani Johnstone (CRD# 6238531) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.
Commonwealth Financial Network
Woodbury Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Sierra Vista, AZ||Nov 2016 - Current||3|
|Wells Fargo Bank Na||Sierra Vista, AZ||Nov 2010 - Current||9|
|Wells Fargo Advisors LLC||Sierra Vista, AZ||Aug 2013 - Nov 2016||3|
|Bbva Compass Bank||Sierra Vista, AZ||Aug 2010 - Sep 2010||< 1|
|Advance America||Sierra Vista, AZ||Nov 2009 - Aug 2010||< 1|
|Gap Inc.||Spokane Valley, WA||Sep 2008 - Sep 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management433,196MILLIONS
Total Number of Accounts1,434,106ACCOUNTS
Average Account Value$302,067
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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