Unclaimed
Robert Johnston is a financial advisor with Valic Financial Advisors, Inc. in Austin, Texas. Robert has been in the financial services industry since 2004, and is registered with the state of Texas as an Investment Advisor Representative. Robert's previous experience includes time with firms such as ALPS Distributors, Inc. and Lincoln Financial Distributors, Inc. He is a licensed agent with the state of Texas. Robert's areas of specialization include investment planning, retirement planning, and college savings planning.
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
TX
10/30/2012 - Present
Valic Financial Advisors, Inc. (AUSTIN TX)
CO
07/14/2008 - 01/08/2009
ALPS DISTRIBUTORS, INC. (DENVER CO)
PA
07/02/2007 - 04/23/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
04/02/2007 - 05/24/2007
STANCORP EQUITIES, INC. (HOUSTON TX)
SC
03/29/2005 - 01/04/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
10/15/2003 - 01/12/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
MA
11/06/2001 - 09/22/2003
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
OH
08/19/1994 - 08/09/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NA
07/20/1983 - 06/19/1984
CAPITAL ANALYSTS, INCORPORATED
BOTH
Issued 10/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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