Profil
David Johnson currently works at Newmarket Advisors, Inc., as Agent.
Postes actifs de David Johnson
Sociétés | Poste | Début |
---|---|---|
Newmarket Advisors, Inc.
Newmarket Advisors, Inc. Investment ManagersFinance Newmarket Advisors, Inc. is an independent, fee-only investment advisory firm located in Plantation, FL. The private company specializes in providing customized portfolio management solutions for clients who expect honest, reasonably priced advice from someone who puts their interests first. As a fiduciary, they are legally required to act in their clients' best interests. The company reviews and assist clients in areas such as college planning, senior income, estate planning, retirement solutions, long term care, insurance planning, charitable gifting, tax planning, cash flow & budgeting, IRA's & 401k's, 403b's and annuities. The company becomes clients' personal wealth manager and wealth coach. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Newmarket Advisors, Inc.
Newmarket Advisors, Inc. Investment ManagersFinance Newmarket Advisors, Inc. is an independent, fee-only investment advisory firm located in Plantation, FL. The private company specializes in providing customized portfolio management solutions for clients who expect honest, reasonably priced advice from someone who puts their interests first. As a fiduciary, they are legally required to act in their clients' best interests. The company reviews and assist clients in areas such as college planning, senior income, estate planning, retirement solutions, long term care, insurance planning, charitable gifting, tax planning, cash flow & budgeting, IRA's & 401k's, 403b's and annuities. The company becomes clients' personal wealth manager and wealth coach. | Finance |