Matthew Johnson (CRD# 6435487) is an Investment Advisor Representative working at Independent Financial Partners in Hastings, NE and has over 9 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Partners | Tampa, FL | Jul 2019 - Current | 4 |
Ifp Securities, LLC | Tampa, FL | Jun 2019 - Current | 4 |
Unemployed | 8305 S 49th St, NE | Jul 2018 - Jun 2019 | < 1 |
Td Ameritrade | Omaha, NE | Jan 2015 - Jul 2018 | 3 |
Unemployed | Omaha, NE | Oct 2014 - Dec 2014 | < 1 |
Nissan Of Omaha | Omaha, NE | Jun 2014 - Oct 2014 | < 1 |
Markel Bmw | Omaha, NE | Jun 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2015 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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