Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laird? Claim Your ProfileLaird Forrest Johnson is a financial advisor with over 30 years of experience in the financial services industry. Johnson is currently registered with Wells Fargo Clearing Services, LLC and is a Certified Financial Planner. Johnson has experience with a variety of financial products and services, including investment management, financial planning, and retirement planning. Johnson is committed to providing clients with personalized financial advice that meets their unique needs and goals.
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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
08/25/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DALLAS TX)
IL
02/18/1998 - 03/15/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
02/04/1988 - 12/12/1997
FIRST USA CAPITAL MARKETS, INC. (DALLAS TX)
NA
12/01/1987 - 01/30/1988
LOMAS SECURITIES USA, INC.
NA
02/21/1986 - 03/25/1986
PLANNED INVESTMENTS INC.
NA
02/19/1986 - 03/18/1986
FUNDING CAPITAL INC.
BOTH
Issued 05/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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