Unclaimed
George Windsor Johnson is a financial advisor with over 40 years of experience in the industry. George has been registered with LPL Financial LLC since 2000 and has held registrations in several states, including Massachusetts, South Carolina, Texas and Virginia. George is a Series 6, 22 and 63 licensed professional and also holds the SIE and Series 65 certifications. In addition to providing advisory services, George is also involved in non-variable insurance through The Windsor Group.
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.
1
2
MA
09/08/2017 - Present
LPL Financial LLC (HINGHAM MA)
GA
01/03/1995 - 03/07/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
12/16/1989 - 12/31/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
12/02/1985 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
12/22/1983 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
02/28/1985 - 11/07/1985
MHA FINANCIAL CORP
NA
08/29/1984 - 04/01/1985
MML INVESTORS SERVICES, INC.
NA
02/18/1982 - 11/14/1983
PRUDENT INVESTMENTS
IA
Issued 05/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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