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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Theodore Johnson is a financial advisor with over 30 years of experience in the industry. Reed Johnson is currently registered with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC in California. Reed Johnson has a broad range of experience, having previously been registered with several firms, including Spelman & Co., Inc. and Sunamerica Securities, Inc. Reed Johnson has a variety of licenses and certifications, including the Series 7, 24, 52, 53, 63 and 65 licenses. Reed Johnson specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
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2
CA
03/01/2004 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
AZ
06/09/1998 - 03/10/2004
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
01/30/2002 - 03/09/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
09/26/1997 - 03/09/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
04/21/1997 - 09/19/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
09/14/1995 - 12/22/1995
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
CO
04/16/1993 - 08/17/1993
DESERT MOUNTAIN SECURITIES, INC. (DENVER CO)
NA
11/20/1992 - 05/05/1993
L.P. CHARLES & GOINGS, INC.
CA
10/05/1992 - 11/20/1992
CARTWRIGHT AND WALKER SECURITIES, INCORPORATED (LOS ANGELES CA)
NA
09/11/1990 - 09/02/1992
DEL MAR SECURITIES, INC.
CO
10/19/1989 - 08/27/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
MO
09/07/1988 - 08/05/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NA
05/25/1988 - 08/24/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/25/1988 - 08/24/1988
IDS LIFE INSURANCE COMPANY
IA
Issued 10/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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