Christopher Johnson (CRD# 5187990) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trajan Wealth, LLC | Scottsdale, AZ | Feb 2021 - Current | 3 |
Raytheon Technologies | Tucson, AZ | Feb 2019 - Feb 2021 | 2 |
Target Distribution Center | Tucson, AZ | Nov 2018 - Jan 2019 | < 1 |
Lpl Financial LLC | Tucson, AZ | Nov 2017 - Oct 2018 | < 1 |
Southwest Investment Advisors, Inc. | Tucson, AZ | Apr 2017 - Oct 2018 | 1 |
National Planning Corporation | Tucson, AZ | Apr 2017 - Nov 2017 | < 1 |
Investment Centers Of America | Dekalb, IL | Feb 2016 - Mar 2017 | 1 |
Compass Planning Group | Dekalb, IL | Feb 2016 - Mar 2017 | 1 |
Home State Bank, N.a. | Crystal Lake, IL | Apr 2015 - Feb 2016 | < 1 |
Alpine Bank Na | Rockford, IL | Apr 2014 - Apr 2015 | 1 |
First National Bank & Trust Company Of Iron Mountain | Iron Mountain, MI | May 2008 - Apr 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2016 |
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- AZ
-
Total Assets Under Management1,365MILLIONS
-
Total Number of Accounts13,372ACCOUNTS
-
Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY
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