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 a registered investment advisor representative (IAR) with Monarch Wealth Strategies, an independent investment advisor firm. Brian has over 10 years of experience in the financial services industry. Brian holds the Series 66, SIE, and Series 7 licenses. Brian is based in Santa Barbara, CA. Brian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and small 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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/27/2018 - Present
Monarch Wealth Strategies (Santa Barbara CA)
CA
12/03/2008 - 12/15/2020
LPL FINANCIAL LLC (SANTA MARIA CA)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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