Unclaimed
Timothy Edward Johnson is a registered Investment Advisor Representative with Fisher Investments. Timothy has been in the industry since 1997 and has experience with Charles Schwab & Co., Inc., Wells Fargo Investments, LLC, Northern Trust Securities, Inc., Banc of America Investment Services, Inc., and Chase Investment Services Corp. Timothy has a Series 63, Series 66, Series 7, Series 9, and Series 10 license. Timothy focuses on providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
04/17/2008 - Present
Fisher Investments (CAMAS WA)
AZ
09/12/2007 - 02/19/2008
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
12/05/2006 - 07/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHOENIX AZ)
AZ
05/14/2002 - 12/06/2006
NORTHERN TRUST SECURITIES, INC. (SUN LAKES AZ)
CA
03/06/2002 - 05/16/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
04/05/1999 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
09/12/1997 - 02/08/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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