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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 Ray Johnson is a financial advisor with over 40 years of experience in the industry. Alan is currently registered with Osaic FA, Inc., a firm that offers a wide range of financial services to individuals, businesses, and organizations. Alan's expertise includes financial planning, portfolio management, and investment advisory services. Alan is licensed to provide investment advice in several states, including Utah, Texas, California, and Arizona. Alan is also licensed to sell life insurance products and is committed to providing clients with comprehensive financial advice. Alan has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
02/15/1995 - Present
Osaic FA, Inc. (SALT LAKE CITY UT)
IN
07/26/1991 - 06/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
10/27/1983 - 06/14/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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