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Robin Carl Johnson

Osaic Wealth, Inc.

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About Robin Carl Johnson

Robin Carl Johnson is a financial advisor with over 40 years of experience in the industry. Robin holds licenses for securities, investment advising, and investment company products. Robin is a registered representative with Osaic Wealth, Inc., and is also a Chartered Financial Consultant. Robin has prior experience with Woodbury Financial Services, Inc., and several other firms. Robin has a strong commitment to providing financial advice and guidance to individuals, businesses, and organizations. Robin's experience includes financial planning, pension consulting, educational seminars, and portfolio management. Robin serves clients in Arizona, Colorado, Florida, Idaho, Oregon, Texas, Utah, and Washington.

Firm Information

Robin Johnson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robin Johnson’s Registration & Firm History

WA

01/19/2024 - Present

Osaic Wealth, Inc. (MOUNT VERNON WA)

WA

10/28/2003 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (MOUNT VERNON WA)

CT

11/19/1981 - 01/02/2008

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NY

04/02/1985 - 09/23/1996

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

03/28/1979 - 09/23/1996

EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)

NY

03/28/1979 - 09/23/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/27/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Carl Johnson.
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