Gregory Johnson (CRD# 4647224) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belle Plaine, IA and has over 20 years of experience in the finance industry.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 1415427
Cambridge Investment Research Advisors, Inc.
CRD# 6831027
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Belle Plaine, IA | Nov 2018 - Current | 5 |
| Buena Vista Univ. | Storm Lake, IA | Sep 2002 - Current | 21 |
| Strellner Agency Group | Cedar Rapids, IA | Jun 2002 - Current | 21 |
| Signator Investors, Inc. | Cedar Rapids, IA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Cedar Rapids, IA | Mar 2003 - May 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- IA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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