Robin JohnsonCRD 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 13 years of experience in the finance industry.
Penn Cove Financial, LLC
Financial Plan, Inc.
|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|
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