Willis Johnson, financial advisor Houston TX

Willis Johnson

CRD Number: 1146229
Current Firm: Willis Johnson & Associates, Inc.

Willis Johnson (CRD# 1146229) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 40 years of experience in the finance industry. Willis 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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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Willis Johnson & Associates Houston, TX Jan 2020 - Current 4
Willis Johnson Asscoiates Houston, TX Mar 2014 - Jan 2020 5
Fsc Securities Corporation Houston, TX Sep 1996 - Jan 2018 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Willis A. Johnson
Phone Number: 713-439-1200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    894
    MILLIONS
  • Total Number of Accounts
    1,796
    ACCOUNTS
  • Average Account Value
    $497,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

CA, LA, TX

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