Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Merritt Johnson is a financial advisor registered with Benefit Financial Services Group. Keith Merritt Johnson is licensed to provide investment advice in California and Colorado. Keith Merritt Johnson has been in the financial industry for more than 25 years. Keith Merritt Johnson has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Keith Merritt Johnson offers a range of financial planning services, including portfolio management, retirement planning, college savings planning, and insurance planning. Keith Merritt Johnson is also a Certified Financial Planner™.
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.
Credit and cash management solutions, insurance solutions
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.
A percentage of assets under consultation
1
2
CA
07/20/2023 - Present
Benefit Financial Services Group (IRVINE CA)
CO
06/15/2016 - 05/09/2019
AW SECURITIES (Denver CO)
DC
10/14/2003 - 11/09/2015
ICMA-RC SERVICES, LLC (WASHINGTON DC)
CA
07/01/2003 - 09/23/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MO
06/16/2003 - 07/02/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TN
02/28/2002 - 06/20/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
TX
10/20/2000 - 01/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
04/25/2000 - 10/27/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
TX
04/21/1999 - 01/05/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
11/08/1995 - 04/12/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Keith Johnson is the right advisor for you? Invested Better is here to help.
