Charles Howard Johnston
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wescott Financial Advisory Group LLCAug 2023 to now
- Vanguard Advisers, Inc.Aug 2022 to Aug 2023
- Vanguard Marketing CorporationJun 2022 to Aug 2023
- The Vanguard Group, Inc.May 2022 to Aug 2023
- UnemployedApr 2022 to May 2022
- NYLife Securities LLCApr 2020 to Mar 2022
- New York Life InsuranceNov 2019 to Mar 2022
- Self EmployedJul 2019 to Aug 2019
- Olive GardenOct 2018 to Jan 2019
- UfinancialSep 2018 to Oct 2019
- Northwestern MutualMar 2018 to Aug 2018
- Pennhurst AsylumSep 2017 to Oct 2017
- Movie Tavern CollegevilleNov 2016 to Dec 2016
- Ursinus CollegeAug 2015 to Dec 2019
- Chick Fil AJun 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wescott Financial Advisory Group LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6872243
- 105989