David Wordlow Johnson
Investment adviser representative at Private Client Group Asset Management
17 yearsExperience
2 statesRegistered in
$143.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- Private Client Group Asset ManagementMay 2009 to now
- Pcg Asset Management, LLCJan 2009 to now
- Johnson & Murphy Wealth Advisors, LLCOct 2017 to Sep 2021
- First Allied Advisory Services, Inc.Jan 2016 to Nov 2020
- First Allied Securities, Inc.Jan 2009 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Private Client Group Asset Management
Legal name: Pcg Asset Management, LLC
$143.1MAssets managed
109Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1684551
- Firm CRD
- 148208