Roger JohnsonCRD Number: 4545355
Current Firm: Act Advisors
Roger Johnson (CRD# 4545355) is an Investment Advisor Representative working at Act Advisors in Charleston, SC and has over 15 years of experience in the finance industry. Roger 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.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Act Advisors, LLC||Charleston, SC||Oct 2014 - Current||2|
|Lpl Financial LLC||Charleston, SC||Nov 2013 - Current||3|
|Cuna Mutual Group||Waverly, IA||May 2005 - Dec 2013||8|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2005 - Dec 2013||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management128MILLIONS
Total Number of Accounts625ACCOUNTS
Average Account Value$204,358
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, NY, SC, TX
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