David Michael Johnson
Investment adviser representative at TD Private Client Wealth LLC
12 yearsExperience
1 stateRegistered in
$8.6BFirm assets
13 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- TD Private Client Wealth LLCJun 2022 to now
- TD Bank N.A.Jun 2022 to now
- JP Morgan Chase BankJan 2021 to Jun 2022
- JP Morgan Securities LLCJan 2021 to Jun 2022
- Wells Fargo Bank NAMar 2017 to Jan 2021
- Wells Fargo Clearing Services, LLC.Mar 2017 to Jan 2021
- Waddell & Reed IncMay 2015 to Jan 2017
- Cracker BarrelMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (SC).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 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
- 6489794
- Firm CRD
- 164484