Unclaimed
Barry Curtis Johnson is a financial advisor with over 25 years of experience in the industry. Currently registered as a Registered Representative and Investment Advisor Representative, Barry has a strong track record of success in providing financial guidance to individuals and families. As a President at Barry Johnson Financial Services, LLC (BJFS,LLC), Barry helps clients navigate complex financial decisions and develop personalized strategies to achieve their financial goals. With a focus on individual and family wealth management, Barry has helped many clients grow and protect their wealth through various services such as financial planning, retirement planning, and investment management. Barry is also a registered representative with Osaic Wealth, Inc. He is committed to providing his clients with the highest level of service and expertise.
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.
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.
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2
IA
06/24/2019 - Present
Osaic Wealth, Inc. (WELLMAN IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WELLMAN IA)
IA
01/15/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WELLMAN IA)
IA
03/14/1994 - 01/24/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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