Marina L. Johnson
Professional summary
Marina Lynne Johnson, who also goes by Marina Lynne Mcgrath, is a registered financial advisor currently at VISION CAPITAL MANAGEMENT INC located in Portland, Oregon.
Marina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Marina has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marina Lynne Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 12, 1999 - Present
VISION CAPITAL MANAGEMENT INC
Office #1: 4380 S Macadam Avenue Suite 350, Portland, OR 97239August 1, 1995 - August 30, 1999
PIPER SANDLER & CO.
Primary Firm SEC Registration
VISION CAPITAL MANAGEMENT INC
CRD#: 107793 / SEC#: 801-56669
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/12/1999)
Exams
Current Firm
VISION CAPITAL MANAGEMENT INC
CRD#: 107793 / SEC#: 801-56669
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,743 |
| AUM (Assets Under Management) | $ 1,073,328,261 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 02/22/2024 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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