Unclaimed
Brandon Johnson is a financial advisor who has been in the industry since December 2019. Brandon is a registered investment advisor in Massachusetts. Brandon has passed the Uniform Investment Adviser Law Examination and the General Securities Representative Examination, as well as the Securities Industry Essentials Examination. Brandon is currently employed by Fiduciary Trust International, LLC in Lincoln, Massachusetts. Brandon offers financial planning, portfolio management for individuals, businesses, and pooled investment vehicles and the selection of other advisors. Brandon has experience with institutional clients and high-net-worth individuals.
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.
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
MA
12/05/2019 - Present
Fiduciary Trust International, LLC (LINCOLN MA)
IA
Issued 11/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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