Margherita Marie Johnson
Investment adviser representative at Capital Analysts
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Capital AnalystsSep 2014 to now
- Lincoln Investment Planning, Inc.Jul 2011 to now
- Margherita Johnson-independent Insurance AgentMar 2002 to now
- Your Broker FinancialJan 2001 to now
- Protocare Trials, IncNov 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 4459517
- Firm CRD
- 162200