Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hayden Johnson is a financial professional with over 30 years of experience in the financial services industry. Brian is currently registered with Cambridge Investment Research Advisors, Inc. and is also the owner of Johnson Wealth Management LLC. Brian specializes in providing financial planning services to individuals and families, as well as portfolio management for businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
11/10/2015 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
10/21/2008 - 12/01/2014
FIRST FINANCIAL EQUITY CORPORATION (GREENWOOD VILLAGE CO)
CO
09/03/2004 - 11/05/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (LONE TREE CO)
NY
08/21/2000 - 09/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/26/1988 - 08/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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