Patrick Johnson

Employer firm

Capital Investment Advisors CRD 118269

$302M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2013 → 05/2017
  Salisbury University
  Salisbury, MD
• 08/2015 → 05/2017
  Mb Advisors
  Salisbury, MD
• 06/2017 → Present
  Capital Asset Management Group
  Washington, DC
• 07/2019 → Present
  Capital Investment Advisors, Inc.
  Washington, DC

Other Businesses

CAPITAL INVESTMENT ADVISORS, 1000 POTOMAC ST NW, STE 300, WASHINGTON, DC, ADV REP OF A REGISTERED INV ADV, SENIOR PLANNING ASSOCIATE, 11/22/19, 20/WK-4/TRADING

Exams

• S66 Uniform Combined State Law Examination
  2019-03-01

Other Names

• Patrick Brian Johnson