828 8th Avenue, Lewiston, Idaho 83501
Tel: (208) 746-3270 Fax: (208) 743-9514
Our Mission: YOUR Financial Security.
Our associates have been helping local people achieve their financial goals since 1955.
Doug Johnson
Doug has been a licensed Registered Representative and Investment Advisor Representative since September, 2010.
He has been our Portfolio Strategist since January 2009, developing portfolios for C.A. Financial Services that meet a broad range of client objectives and risk tolerances.
Other
Relevant Experience:
Doug was CFO of St Joseph Regional Medical Center from 1981-2009. He
developed investment policies and managed investments for the Medical Center
until investments were consolidated at the System level. Doug then served as a
member of Carondelet Health System Investment Sub-Committee for System corporate
funds that guided investment manager selection, monitoring and review.
Education: B.S. in Accounting and Finance, University of California, Berkeley, 1965. M.S. in Agricultural Economics, University of California, Davis, 1967
Registered Representative of and securities offered through
Symetra Investment Services, Inc., 777 108th Avenue NE, Suite 1200, Bellevue, WA
98004.
800-469-7667.
CA Financial Services is not a subsidiary or an affiliate of Symetra Investment
Services, Inc.
CA (Clifford Associates) Financial Services is independently owned and operated. This location is an Office of Supervisory Jurisdiction for Symetra Investment Services, Inc.