Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Clark Johnson is a financial advisor with over 5 years of experience in the financial services industry. Brian is registered with the state of Idaho as an investment advisor representative. Brian has held various roles within the financial services industry, including positions at KMS Financial Services, Inc., Securities America, Inc., and Arbor Point Advisors. Brian's current affiliation is with Osaic Advisory Services, LLC, which is an independent registered investment advisor. Brian's specializations include providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Brian has a strong commitment to providing personalized financial advice and 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.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEWISTON ID)
ID
06/19/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LEWISTON ID)
BOTH
Issued 05/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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