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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilson Johnson is a financial advisor who has been in the industry since 2006. Brian Johnson is currently registered with Fidelity Personal And Workplace Advisors, and has previously worked with BB&T Investment Services, Inc., Morgan Stanley, Morgan Keegan & Company, Inc., and H.D. Vest Investment Services. Brian Johnson is registered to provide investment advisory services in 53 states and the District of Columbia.
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.
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.
1
2
CO
07/10/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
TX
11/01/2016 - 07/28/2017
BB&T INVESTMENT SERVICES, INC. (FRISCO TX)
TX
06/10/2011 - 08/12/2016
MORGAN STANLEY (DALLAS TX)
TX
05/01/2006 - 06/14/2011
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
TX
01/11/2006 - 05/24/2006
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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