Robin Johnson, financial advisor Mount Vernon WA
96 score

Robin Johnson

CRD Number: 864073
Current Firm: Woodbury Financial Services, Inc.

Robin Johnson (CRD# 864073) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Mount Vernon, WA and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Everett, WA Oct 2003 - Current 13
Hartford Equity Sales Company Inc. Everett, WA Oct 1981 - Current 35
Whitfield's Insurance Everett, WA Mar 2001 - Jan 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Robin C. Johnson
Phone Number: 800-800-2638
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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