Claudia
Johnston

Fairvoy Private Wealth, LLC

CRD#4387741
Investment Advisor
in Birmingham, AL

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About this Advisor

Claudia Johnston is a financial advisor based in Birmingham, Alabama, working with Fairvoy Private Wealth, LLC. Claudia has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Fairvoy Private Wealth LLC. Claudia has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Claudia is part of Fairvoy Private Wealth, LLC, which operates out of Birmingham, Alabama. The firm has 6 employees and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fairvoy Private Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

One Perimeter Park South Suite 300 S
Birmingham, AL 35243

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Fairvoy Private Wealth, LLC Brokerage Details

Total Number of Employees

6

AL Average: 52

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Claudia Johnston Work History

2024 - Present (1 year)

Fairvoy Private Wealth LLC

2015 - 2024 (9 years)

Bank Of America, N.A

2010 - 2024 (14 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

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Disclosures

Please visit the SEC profile of Claudia Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fairvoy Private Wealth, LLC

Harry Word
Mt. Pleasant, SC
Alma Maric
Birmingham, AL
Claudia Johnston
Birmingham, AL
Ashley Davis
Birmingham, AL
Neal Carroll
Birmingham, AL
Stephen Davis
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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