Unclaimed
Philip Eric Johnson is a registered investment advisor representative at Kestra Advisory Services, LLC. Philip has been in the financial services industry since 2009. Prior to joining Kestra Advisory Services, LLC, Philip was employed at KESTRA INVESTMENT SERVICES, LLC and ING FINANCIAL ADVISERS, LLC. Philip has a wide range of experience and holds multiple licenses and designations. Philip is a strong advocate for his clients and is committed to providing them with the best possible financial advice.
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.
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
TX
09/19/2019 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/22/2014 - 08/03/2018
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
CT
01/09/1998 - 06/07/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/28/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Johnson is the right advisor for you? Invested Better is here to help.