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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Carl Johnson is an investment advisor representative with The Colony Group, LLC in Boston, MA. Alan has been working in the financial services industry since 1985. Alan has experience in the areas of Financial Planning, Pension Consulting, and Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles. Alan is also licensed to offer investment advisory services in Nebraska and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NE
07/01/2024 - Present
THE Colony Group, LLC (LINCOLN NE)
NE
10/13/2006 - 01/11/2017
LPL FINANCIAL LLC (LINCOLN NE)
NE
07/31/1993 - 10/23/2006
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
NY
03/23/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/24/1985 - 04/11/1989
DAIN BOSWORTH INCORPORATED
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1985
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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