Unclaimed
Philip Johnson has over 20 years of experience in the financial services industry. Philip is a Registered Representative of Independent Financial Group, LLC, and has held a variety of roles in the financial services industry. Philip is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. Philip has a strong understanding of the financial markets and a proven track record of success in helping clients achieve their financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/16/2022 - Present
Independent Financial Group, LLC (HILLIARD OH)
NY
08/29/2022 - 11/15/2022
AEGIS CAPITAL CORP. (NEW YORK NY)
OH
10/01/2012 - 07/14/2022
J.P. MORGAN SECURITIES LLC (Westerville OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
10/01/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/24/1999 - 08/22/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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