Walter Dean Johnson
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Walter Dean Johnson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Trust BankDec 2021 to now
- Charles Schwab & Co., Inc.Mar 2018 to now
- Charles Schwab Investment Advisory, Inc.Jan 2020 to Dec 2021
- Charles Schwab BankMar 2018 to Sep 2018
- Oppenheimerfunds Distributor, Inc.Aug 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 5754008
- Firm CRD
- 5393