GJ
CFP
GJ
CFP

Gary D Johnston

8 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fixed/Hourly
Firm Size
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
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Location

400 East Pratt Street, 8th Floor, Baltimore, MD, 21202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Facet
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Sei Investments Management CORP
May 2016 - April 2019 · 2 yrs 11 mos
Sei Investments Distribution CO.Broker
November 2014 - April 2019 · 4 yrs 5 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.