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BJ

Barbara J. Johnston

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CRD#: 1089845
BJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barbara Jean Johnston, who also goes by Barbara Johnson, Barbrar J Johnson, Barbara J Johnston, Barbara Jean Waller Johnston, was a registered financial professional .

Barbara is a previously registered financial professional and started their career in finance in 1983. Barbara had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barbara Johnson | Barbrar J Johnson | Barbara J Johnston | Barbara Jean Waller Johnston

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 30, 2002 - March 26, 2004

MCRAE CAPITAL MANAGEMENT L.L.C.

RIA
CRD#: 117477
EDMONDS, WA
Past

December 29, 1999 - December 31, 2014

PURCELL ADVISORY SERVICES, LLC

RIA
CRD#: 117238
TACOMA, WA
Past

March 6, 1991 - November 2, 2005

PORTFOLIO STRATEGIES INC

RIA
CRD#: 104685
TACOMA, WA
Past

July 26, 1990 - February 1, 1991

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
Past

March 6, 1990 - August 14, 1990

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Past

January 30, 1987 - December 20, 1989

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

February 24, 1983 - February 7, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/23/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MC
MCRAE CAPITAL MANAGEMENT L.L.C.
MCRAE CAPITAL MANAGEMENT L.L.C.

CRD#: 117477 / SEC#: 801-66361

RIA
Registered Investment Advisory firm - (12/4/2012 Terminated)
Idaho
Registered Investment Advisory firm - (4/30/2019 Approved)
Washington
Registered Investment Advisory firm - (7/29/2025 Approved)
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Contact information


Main Address
Ketchum, ID
Mailing Address
151 Fourth St W Unit 5326, Ketchum, ID 83340
Phone number
(425) 673-4090
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 16,389,379

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MCRAE CAPITAL MANAGEMENT L.L.C.

CRD#: 117477

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