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Carson Dale Johnson

Peterson Wealth Advisors, LLC

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About Carson Dale Johnson

Carson Dale Johnson is a financial advisor with Peterson Wealth Advisors, LLC, located in Orem, UT. Carson Dale Johnson has been in the industry since 2016. Carson Dale Johnson is a Certified Financial Planner. Carson Dale Johnson is registered with the state of Utah. Carson Dale Johnson specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Carson Johnson is currently registered with Peterson Wealth Advisors, LLC. Peterson Wealth Advisors, LLC is an investment advisor located in OREM, UT. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. As of the most recent reporting period, the firm managed approximately $567,431,332 in assets for 1,588 clients. The firm has 10 investment advisor representatives and 1 licensed agent.
Peterson Wealth Advisors, LLC

360 WEST 920 NORTH

OREM, UT 84057

$567.43M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carson Johnson’s Registration & Firm History

UT

06/30/2020 - Present

Peterson Wealth Advisors, LLC (OREM UT)

UT

07/18/2016 - 10/14/2019

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

BOTH

Issued 11/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carson Dale Johnson.
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