Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Johnson is a financial advisor with Charles Schwab & CO., Inc. William has been in the financial industry for over 18 years. William has a wide range of experience in the financial services industry. William has held prior positions at Edward Jones, USAA Financial Advisors, Inc., USAA Investment Management Company, Banc of America Investment Services, Inc. and AXA Advisors, LLC. William is registered with FINRA and holds Series 7 and Series 63 licenses. William is also registered with the State of Texas as an Investment Advisor Representative (IAR). William can provide a wide range of financial services to individuals and families, including financial planning, investment 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
07/12/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/03/2018 - 05/05/2022
EDWARD JONES (SAN ANTONIO TX)
TX
09/25/2007 - 05/16/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/23/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/20/2004 - 03/30/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
NY
02/26/2004 - 09/24/2004
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 10/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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