Brendon B. Johnson
Professional summary
Brendon Bruce Johnson, CPWA®, who also goes by Brandon Johnson, Brendon B Johnson, Brendon Johnson, is a registered financial advisor currently at CAPTRUST WEALTH ADVISORS located in Holland, Michigan.
Brendon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brendon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brendon Bruce Johnson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017-04-17
Expire date: 2023-03-31
Experience
May 13, 2015 - Present
CAPTRUST WEALTH ADVISORS
Office #1: 85 E 8th Street Suite 150, Holland, MI 49423April 25, 2013 - April 1, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
March 26, 2013 - April 1, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 20, 2009 - April 21, 2010
WADDELL & REED
July 15, 2009 - April 21, 2010
WADDELL & REED
October 22, 2008 - December 31, 2008
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
CAPTRUST WEALTH ADVISORS
CRD#: 173736 / SEC#: 801-80687
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2015)
(5/13/2015)
Exams
Current Firm
CAPTRUST WEALTH ADVISORS
CRD#: 173736 / SEC#: 801-80687
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,912 |
| AUM (Assets Under Management) | $ 1,889,548,733 |
Red Flags
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