Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Johnson is an investment advisor representative who has been active in the industry since 2006. Brian Johnson is currently registered with Brightpath Wealth Advisors LLC and has previously held positions at Infinex Investments, Inc., W&S Brokerage Services, Inc., JBS Liberty Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Brian Johnson holds the Series 6, 7TO, 63, and 65 licenses. Brian Johnson specializes in providing financial planning, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
MD
07/19/2022 - Present
Brightpath Wealth Advisors LLC (CROFTON MD)
NC
10/08/2020 - 06/30/2022
INFINEX INVESTMENTS, INC. (Clinton NC)
NC
09/14/2016 - 10/11/2017
W&S BROKERAGE SERVICES, INC. (RALEIGH NC)
NC
12/14/2007 - 03/13/2009
JBS LIBERTY SECURITIES, INC. (RALEIGH NC)
NC
03/24/2006 - 12/04/2007
METLIFE SECURITIES INC. (RALEIGH NC)
NC
03/24/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (RALEIGH NC)
BC
Issued 10/20/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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