Charles Johnson, financial advisor Glastonbury CT
96 score

Charles Johnson

CRD Number: 1939680
Current Firm: Adviceone Advisory Services, LLC

Charles Johnson (CRD# 1939680) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 21 years of experience in the finance industry. Charles 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.

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Professional Designations
Company Name Location Dates Years
Adviceone Advisory Services, LLC Glastonbury, CT Jan 2005 - Current 11
Securities Service Network,inc. Glastonbury, CT Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
Contact Info for Charles V. Johnson
Phone Number: 860-659-4900
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    593
    MILLIONS
  • Total Number of Accounts
    3,143
    ACCOUNTS
  • Average Account Value
    $188,756
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, MA, ME, MO, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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