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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Johnson has been in the financial services industry since 2010. Douglas is currently registered with Arbor Point Advisors and is licensed to provide investment advice in Idaho and Texas. Douglas is a member of Johnson Financial Group and has provided model portfolio management services since 2020. Douglas has also previously worked for Securities America, Inc., KMS Financial Services, Inc. and Symetra Investment Services, Inc. Douglas provides financial planning, pension consulting, and educational seminars. Douglas offers portfolio management services to both businesses and individuals.
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.
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
ID
11/06/2020 - Present
Arbor Point Advisors (Lewiston ID)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEWISTON ID)
ID
07/17/2012 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LEWISTON ID)
ID
04/27/2010 - 07/19/2012
SYMETRA INVESTMENT SERVICES, INC. (LEWISTON ID)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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