Claudine Johnson (CRD# 6451542) is an Investment Advisor Representative working at Investment Management Group in Whitefish, MT and has over 9 years of experience in the finance industry.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Mar 2015 - Current | 9 |
Park Side Federal Credit Union | Whitefish, MT | Dec 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- MT
-
Total Assets Under Management4,779MILLIONS
-
Total Number of Accounts2,303ACCOUNTS
-
Average Account Value$2,075,210
- A percentage of assets under your management
- 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
- Other
AZ, CA, FL, MN, MT, ND, NE, NV, NY, OR, SD, TX, WA, WI, WY
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