Invested Better
Unclaimed

Unclaimed

Unclaimed

Shandon Dale Johnson

THE Martin Worley Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shandon? Claim Your Profile

About Shandon Dale Johnson

Shandon Dale Johnson is an Investment Advisor Representative at The Martin Worley Group in Cottonwood Heights, Utah. Shandon has been in the industry since December 2017 and is a Certified Financial Planner. Shandon specializes in helping individuals, high-net-worth individuals, charitable organizations, and corporations create and manage their financial plans. Shandon works with clients to develop a customized plan that meets their specific needs and goals. The Martin Worley Group is an investment advisory firm based in Cottonwood Heights, Utah. The firm provides a range of services, including financial planning, portfolio management, and retirement planning.

Firm Information

Shandon Johnson is currently registered with THE Martin Worley Group. THE Martin Worley Group is an investment advisor headquartered in COTTONWOOD HEIGHTS, UT. The firm provides financial planning, pension consulting, and selection of other advisors services to individuals, high-net-worth individuals, corporations, and charitable organizations. THE Martin Worley Group has approximately $312,531,214 in regulatory assets under management.
THE Martin Worley Group

6965 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$312.53M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shandon Johnson’s Registration & Firm History

UT

10/02/2018 - Present

THE Martin Worley Group (COTTONWOOD HEIGHTS UT)

Not sure if Shandon Dale Johnson is right for you?

Licenses & Designations

IA

Issued 10/01/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shandon Dale Johnson.
Not sure if Shandon Dale Johnson is right for you?