Daniel Johnson Email & Phone Number
Director of Advisor Strategy @ Private Advisor Group
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Daniel Johnson Location
- Charlotte, NC, US
Daniel Johnson Work
- 2026 - now Director of Advisor Strategy @
- 2022 - 2025 Senior Vice President - Trading and Operations @ Osaic
- 2016 - 2022 Senior Vice President - Service, Trading and Operations @
- 2010 - 2016 Vice President - Service, Trading and Operations @
- 2007 - 2010 Assistant Vice President, Service @
- 2006 - 2007 Wealth Management Client Relationship Specialist @
Daniel Johnson Education
- Queens University of Charlotte
MBA (Concentration in Finance)
- Winthrop University
BS in Business Management
Daniel Johnson Skills
- Series 7
- Financial Planning
- Certified Financial Planner
- CFP®
- Series 63
- Wealth Management
- FINRA
- Strategic Financial Planning
- Securities
- Series 65
- Mutual Funds
- Leadership
- Project Management
- Investments
- Management
- Asset Allocation
- Financial Services
- Retirement
- Retirement Planning
- Series 6
- Digital Painting
- Video Production
- Final Cut Studio
- Animation
- Video Editing
- Cfp
- Motion Graphics
- Video
- Illustration
- Cinema 4d
- Final Cut Pro
- Film
- After Effects
- Adobe Creative Suite
- Stop Motion
- Risk Management
- Post Production
Daniel Johnson Summary
- Daniel Johnson, based in Charlotte, NC, US, is currently a Director of Advisor Strategy at Private Advisor Group. Daniel Johnson brings experience from previous roles at Osaic and LPL Financial. Daniel Johnson holds a MBA (Concentration in Finance) @ Queens University of Charlotte. With a robust skill set that includes Series 7, Financial Planning, Certified Financial Planner, CFP®, Series 63 and more. Daniel Johnson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Private Advisor Group Employees
Adam Schorr
Chief Financial Officer
Charlotte, NC, US
John Hyland
Co-Founder, Managing Director
Morristown, NJ, US
Tom Corcimiglia
Senior Wealth Manager and Partner
King of Prussia, PA, US
David Cariani
Advanced Wealth Advisory
San Diego, CA, US
Karen Hayes
Business Development Consultant
Morristown, NJ, US
Petra Barone
Head of Finance
Morristown, NJ, US
Will Davis
Wealth Manager
St. Louis, MO, US
Anne Mortera
Director of Advisor Growth and Engagement
California, United States
Jim Perhacs
Chief Operating Officer
Morristown, NJ, US
Frank Smith
Chief Executive Officer
Rock Hill, SC, US
John Farnham
Director - Advisor Growth and Engagement
Charlotte, NC, US
John Murphy
Financial Advisor
New York, NY, US
Richard Summers
Financial Advisor
Bernardsville, NJ, US
Cari Smith
Compliance Director
Denver, CO, US
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