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Anthony R. Johnson

Charles Schwab & CO., Inc.

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About Anthony R. Johnson

Anthony Johnson has been in the financial services industry since 2008. Anthony is currently registered with Charles Schwab & CO., Inc. in Florida and Virginia. Anthony is also registered with the state of Virginia as an Investment Advisor Representative. Anthony holds the Series 7, Series 31, and SIE licenses and is also a licensed General Securities Representative in 21 states including California, Colorado, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, and Wisconsin. Anthony has a strong background in both financial planning and portfolio management and can help you with a variety of financial needs.

Firm Information

Anthony Johnson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Anthony Johnson’s Registration & Firm History

FL

02/06/2017 - Present

Charles Schwab & CO., Inc. (Boca Raton FL)

FL

06/01/2009 - 07/16/2009

MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)

FL

09/26/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WINTER PARK FL)

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Licenses & Designations

BOTH

Issued 10/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Anthony R. Johnson.
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