Unclaimed
Kory Allan Johnson is a financial advisor with over 29 years of experience in the industry. Kory has worked with Valic Financial Advisors, Inc. since February 2012 and previously worked with AIG Retirement Advisors, Inc. Kory has a strong background in financial planning and portfolio management and has a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Kory specializes in individual clients and is registered to provide advisory services in Arizona, Idaho, North Carolina, Oregon, and Washington. Kory is also a licensed agent for AGIA, an insurance company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
OR
02/22/2012 - Present
Valic Financial Advisors, Inc. (PORTLAND OR)
WA
08/26/2010 - 02/16/2012
ALLSTATE FINANCIAL SERVICES, LLC (VANCOUVER WA)
WA
12/08/2008 - 08/10/2010
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (VANCOUVER WA)
OR
02/09/1999 - 12/11/2008
AIG RETIREMENT ADVISORS, INC. (PORTLAND OR)
TX
01/29/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
VT
01/29/1998 - 01/26/1999
EQUITY SERVICES, INC. (MONTPELIER VT)
NJ
08/10/1993 - 01/21/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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