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 at Silver Oak Securities, Inc. Brian has been in the securities industry for over 22 years and has a Series 6, Series 63 and Series 65 license. Brian's previous experience includes working for Securities Management & Research, Inc.. Brian is a partner at Jordec USA LLP, where he works in property and casualty insurance, and is also a solicitor for Creative One, working in life and annuity sales. Brian also owns Johnson Financial Services Inc. Brian is registered to provide investment advisory services in Colorado and Texas. Brian's specializations include helping clients with Retirement planning, Life insurance, Annuities, Mutual Funds, and Long-term care.
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.
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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TN
08/09/2023 - Present
Silver OAK Securities, Inc. (Knoxville TN)
CO
08/09/2023 - 02/15/2024
SILVER OAK SECURITIES, INCORPORATED (Lakewood CO)
CO
06/20/2001 - 08/11/2023
SECURITIES MANAGEMENT & RESEARCH, INC. (LAKEWOOD CO)
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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