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CJ

Craig A. Johnston

FIDUCIARY COUNSEL
AURORA, CO
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CRD#: 4858223
CJ

Professional summary


Craig Alan Johnston, who also goes by Craig A Johnston, is a registered financial advisor currently at FIDUCIARY COUNSEL, INC. located in Aurora, Colorado.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Craig has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Craig A 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.
1) DBA: INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED LIFE BUSINESS THRU COLORADO BROKERAGE GROUP LLC, GENERAL AGENCY, 90 MADISON ST #503 DENVER, CO 80206 LESS THAN 5 HOURS/MONTH 2)FIDUCIARY COUNSEL, INC. OWNS AUTOMATED TELLER MACHINES (ATMS) THAT GENERATE RESIDUAL INCOME FROM THE SURCHARGE TRANSACTIONS. SINCE 2003, MR JOHNSTON HAS PERFORMED VARIOUS ROLES IN SERVICING THESE MACHINES. IN THE LAST FEW YEARS, NO MORE THAN TWO HOURS A MONTH ARE DEVOTED TO THIS ACTIVITY AND NONE DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Craig Alan Johnston's CRS (Customer Relationship Summary).

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


Current

January 20, 2005 - Present

FIDUCIARY COUNSEL, INC.

Office #2: 13000 East Control Tower Rd Box J1, Englewood, CO 80112
RIA
CRD#: 132866
AURORA, CO
Past

December 5, 2008 - January 15, 2010

STURNIOLO JOSEPH S & ASSOCIATES INC

RIA
CRD#: 107609
DENVER, CO
Past

October 3, 2008 - December 22, 2009

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
ENGLEWOOD, CO
Past

December 17, 2007 - October 6, 2008

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
ENGLEWOOD, CO

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/20/2005)

Exams


State Security Law Exam
RR
Series 63
Date: 3/30/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/14/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


FC
FIDUCIARY COUNSEL, INC.
CRUCIBLE INVESTORS INC. | FORESIGHT MANAGEMENT CO., INC. | FIDUCIARY COUNSEL, INC. / CRUCIBLE INVESTORS INC. | FIDUCIARY COUNSEL, INC. | FIDUCIARY COUNSEL INC.

CRD#: 132866 / SEC#:

Colorado
Registered Investment Advisory firm - (1/28/2005 Approved)
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Contact information


Main Address
Castle Pines, CO
Mailing Address
6635 South Dayton Street Suite 200, Greenwood Village, CO 80111
Phone number
(720) 338-8982
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts48
AUM (Assets Under Management)$ 5,495,391

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


FIDUCIARY COUNSEL, INC.

CRD#: 132866Aurora, CO

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