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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 Windsor Johnson is a financial advisor who has been in the industry since 2004. Brian is a registered representative of LPL Financial LLC and is licensed in several states, including Massachusetts, Texas, and California. Brian holds several industry licenses and designations, including the Series 6, 7, 24, 26, 51, and 63 exams as well as the SIE and Series 65 exams. Brian is also a Certified Financial Planner. Brian has worked with a wide range of clients, including individuals, families, businesses, and retirement plans. Brian provides a variety of financial services, including investment management, financial planning, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
01/26/2016 - Present
LPL Financial LLC (HINGHAM MA)
MA
09/27/2004 - 09/22/2015
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 04/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2012
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/22/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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