Rebecca
Johnston

Semmax Financial Advisors, Inc

CRD#3095014
Investment Advisor
in Winston Salem, NC

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About this Advisor

Rebecca Johnston is a financial advisor based in Winston Salem, North Carolina, working with Semmax Financial Advisors, Inc. Rebecca has previously held positions at Do Terra, USAA Federal Savings Bank, USAA Financial Advisors Inc, USAA Financial Planning Services Inc, USAA Investment Management Company, Charles Schwab & Co., Inc, Charles Schwab Bank, SSB, Charles Schwab Bank SSB, and Liberty Wealth Management, LLC. Rebecca has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Hampshire, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Rebecca is part of Semmax Financial Advisors, Inc, which operates out of Winston Salem, North Carolina. The firm has 1 office and 18 employees. The firm manages assets totaling $333.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Semmax Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1447 Trade Mart Blvd
Winston Salem, NC 27127

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Semmax Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$333,212,892

NC Average: $3,625,019,099
Total Number of Employees

18

NC Average: 22
Total Number of Accounts

2,015

NC Average: 1,917
Average Account Size

$165,366

NC Average: $1,890,985

Investment Advisory Services

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

Rebecca Johnston Work History

2022 - Present (2 years)

Liberty Wealth Management, LLC

2022 - Present (2 years)

Liberty Wealth Management, LLC

2020 - 2022 (2 years)

Charles Schwab & Co., Inc

2020 - 2020 (< 1 year)

Charles Schwab Bank, Ssb

2020 - 2022 (2 years)

Charles Schwab Bank Ssb

2018 - 2020 (2 years)

Usaa Investment Management Company

2015 - 2019 (4 years)

Do Terra

2014 - 2020 (6 years)

Usaa Financial Advisors Inc

2014 - 2020 (6 years)

Usaa Financial Planning Services Inc

2011 - 2014 (3 years)

Usaa Federal Savings Bank

Disclosures

Please visit the SEC profile of Rebecca 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 Semmax Financial Advisors, Inc

Kyle Leonard
Winston Salem, NC
John Tyner
Winston Salem, NC
Michael Sellers
Winston Salem, NC
Rebecca Johnston
Winston Salem, NC
Jonathan Short
Winston Salem, NC
Matthew Landon
Winston Salem, NC
Lawrence Vanlandingham
Winston Salem, NC
Marcus Snodgress
Waxahachie, TX

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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