Grant C. Johnstone
Professional summary
Grant Carey Johnstone, CFP® is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Center, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Grant has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grant Carey Johnstone's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
August 19, 2021 - Present
COMPOSITION WEALTH, LLC
August 8, 2019 - March 6, 2025
JOHNSTONE BROKERAGE SERVICES, LLC
November 30, 2018 - August 2, 2019
CANTELLA & CO., INC.
February 1, 2017 - November 30, 2018
PURSHE KAPLAN STERLING INVESTMENTS
January 30, 2017 - December 31, 2021
JOHNSTONE FINANCIAL ADVISORS
November 22, 2005 - January 31, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
September 16, 2005 - January 31, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 23, 2003 - October 7, 2005
CITIGROUP GLOBAL MARKETS INC.
June 19, 1997 - October 7, 2005
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/19/2021)
(8/31/2021)
Exams
Series 99TO
Date: 2/16/2024
Operations Professional ExaminationCurrent Firm
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
Red Flags
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