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Alan Dwayne Johnson

Financial & TAX Architects, LLC

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About Alan Dwayne Johnson

Alan Dwayne Johnson is an investment advisor representative at Financial & TAX Architects, LLC. Alan Johnson has been in the industry since 1994, providing financial advice. Alan Johnson holds Series 6, Series 63, and Series 65 licenses. Alan Johnson has experience working with a wide range of clients including high-net-worth individuals, individuals other than high-net-worth, and insurance companies. Alan Johnson also works with various businesses and organizations, including insurance companies, corporations or other businesses, and other investment advisors. Alan Johnson provides various advisory services including financial planning, educational seminars, portfolio management for individuals, and other investment-related services.

Firm Information

Alan Johnson is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Johnson’s Registration & Firm History

MD

06/16/2021 - Present

Financial & TAX Architects, LLC (Largo MD)

MD

12/01/1994 - 12/31/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (LARGO MD)

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Licenses & Designations

IA

Issued 02/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Dwayne Johnson.
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