Patricia Johnson (CRD# 7313931) is an Investment Advisor Representative working at Raise Financial Advisors LLC in Oakland, CA and has over 3 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raise Financial Advisors | Oakland, CA | Jun 2020 - Current | 3 |
| Self-employed | Oakland, CA | Jul 2010 - Current | 13 |
| Yr Media / Youth Radio | Oakland, CA | Jan 2019 - Dec 2019 | < 1 |
| Sixup Pbc | San Francisco, CA | Mar 2018 - Sep 2018 | < 1 |
| Game Theory Academy | Oakland, CA | Jan 2009 - Mar 2018 | 9 |
| Pacific News Service | San Francisco, CA | Jul 2002 - Oct 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$102,931
- 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
CA, TX
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