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Andrea Denise Johnson

Kestra Investment Services, LLC

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About Andrea Denise Johnson

Andrea Denise Johnson is a financial professional with over 5 years of experience in the financial services industry. Andrea has a strong background in both securities and investment advisory services, having held positions at several prominent firms, including Money Concepts Capital Corp, LPL Financial LLC, and Horace Mann Investors, Inc. Currently, Andrea is a Registered Representative with Kestra Investment Services, LLC, a leading independent broker-dealer. Andrea is dedicated to providing personalized financial advice and guidance to her clients, helping them achieve their financial goals.

Firm Information

Andrea Johnson is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Andrea Johnson’s Registration & Firm History

OH

08/13/2024 - Present

Kestra Investment Services, LLC (Columbus OH)

OH

08/04/2022 - 11/04/2022

MONEY CONCEPTS CAPITAL CORP (Gahanna OH)

OH

09/21/2021 - 06/27/2022

LPL FINANCIAL LLC (COLUMBUS OH)

OH

06/13/2019 - 12/12/2019

HORACE MANN INVESTORS, INC. (Columbus OH)

OH

05/07/2018 - 07/05/2018

FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)

OH

02/19/2015 - 01/30/2018

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 09/14/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Denise Johnson.
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