Alexander JohnsonCRD Number: 6836219
Current Firm: Ubs Financial Services Inc.
Alexander Johnson (CRD# 6836219) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. Alexander Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Ubs Financial Services||Baltimore, MD||Sep 2021 - Current||1|
|The Vanguard Group, Inc.||Malvern, PA||Jul 2017 - Sep 2021||4|
|Saint Joseph's University||Philadelphia, PA||Aug 2013 - May 2017||3|
|Dakota Funds Group||Haverford, PA||May 2016 - Feb 2017||< 1|
|Mutual Of Omaha||Columbia, MD||May 2015 - Jul 2015||< 1|
|Power Component Systems||Hanover, MD||May 2014 - Jan 2015||< 1|
|Chartwell Golf And Country Club||Severna Park, MD||Sep 2010 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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