Charles Johanson, financial advisor King Of Prussia PA

Charles Johanson

CRD Number: 6199725
Current Firm: Private Advisor Group, LLC

Charles Johanson (CRD# 6199725) is an Investment Advisor Representative working at Private Advisor Group, LLC in King Of Prussia, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Inas Abas, financial advisor King Of Prussia PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor King Of Prussia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor King Of Prussia PA
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Company Name Location Dates Years
Private Advisor Group, LLC King Of Prussia, PA Jun 2017 - Current 4
Lpl Financial, LLC King Of Prussia, PA Mar 2017 - Current 4
Silvermine Associates & Co Devon, PA Mar 2015 - Mar 2017 2
Bank Of America, N.a. Philadelphia, PA Dec 2013 - Mar 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia, PA May 2013 - Mar 2015 1
Silvermine Associates & Co Bryn Mawr, PA Jan 2002 - May 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Charles G. Johanson
Phone Number: 973-538-7010
Firm Website: http://www.bwwealth.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,086
    MILLIONS
  • Total Number of Accounts
    103,826
    ACCOUNTS
  • Average Account Value
    $289,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.