Unclaimed
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.
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.
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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UT
10/02/2018 - Present
THE Martin Worley Group (COTTONWOOD HEIGHTS UT)
IA
Issued 10/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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