DJ
David Johan
from Doceo Wealth, LLC
David Johan is a financial advisor based in Idaho, Meridian,
with 13 years of experience. David currently works for
Doceo Wealth, LLC.
David maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Johan works at Doceo Wealth, LLC
Doceo Wealth, LLC is a financial advisory firm based in Meridian, Idaho. It currently has approximately $170,711,691 of assets under management and employs about 5 people. Doceo Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1880 S. Cobalt Point Way, Suite 350, Meridian, Idaho, 83642
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