Alan Johnson, financial advisor Lincoln NE
93 score

Alan Johnson

CRD Number: 1382958
Current Firm: Executive Wealth Management

Alan Johnson (CRD# 1382958) is an Investment Advisor Representative working at Executive Wealth Management in Lincoln, NE and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Executive Wealth Management Lincoln, NE Oct 2015 - Current 1
Lpl Financial LLC Lincoln, NE Oct 2006 - Current 10
Lpl Financial LLC Lincoln, NE Oct 2006 - Current 10
Salomon Smith Barney Inc. Lincoln, NE Jul 1993 - Oct 2006 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Alan C. Johnson
Phone Number: 402-466-3400
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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