Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Oliver Johnson is a financial advisor with Vance Wealth based in Santa Clarita, CA. Zachary is an Investment Adviser Representative (IAR) registered in California. Zachary has been in the financial services industry since 2013 and has a Series 65 license. Zachary specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Consulting fees
1
2
CA
04/29/2024 - Present
Vance Wealth (SANTA CLARITA CA)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Zachary Johnson is the right advisor for you? Invested Better is here to help.
