Phillip JohnsonCRD Number: 866582
Current Firm: Woodbury Financial Services, Inc.
Phillip Johnson (CRD# 866582) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Mason City, IA and has over 38 years of experience in the finance industry.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Cambridge Investment Research Advisors, Inc.
|Woodbury Financial Services, Inc.||Mason City, IA||Nov 2011 - Current||6|
|Johnson Financial Services||Mason City, IA||Oct 1989 - Current||28|
|Ing Financial Partners||Mason City, IA||Mar 2006 - Nov 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1979|
|S66||NASAA Uniform Combined State Law Examination||Sep 2003|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV