Carson Johnson (CRD# 6665459) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Advisor Networks LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Foresight Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | Orem, UT | Jun 2020 - Current | < 1 |
| First Financial Advisors Lc | Orem, UT | Nov 2019 - Jun 2020 | < 1 |
| Fidelity Investments | American Fork, UT | Jun 2016 - Oct 2019 | 3 |
| Na | Orem, UT | May 2016 - Jun 2016 | < 1 |
| Oportun | Provo, UT | Jan 2016 - May 2016 | < 1 |
| Snow College President Leadership Team | Ephraim, UT | Aug 2015 - Dec 2015 | < 1 |
| Na | Na, UT | Mar 2013 - Aug 2015 | 2 |
| Church Of Jesus Christ Of Latter Day Saints | Lima, | Apr 2013 - Mar 2015 | 1 |
| Snow College | Ephraim, UT | Aug 2012 - Apr 2013 | < 1 |
| Roys Pizza | Ephraim, UT | Aug 2012 - Mar 2013 | < 1 |
| Snow College | Ephraim, UT | Jun 2012 - Aug 2012 | < 1 |
| N/a | Ephraim, UT | Aug 2009 - Aug 2012 | 3 |
| Manti High School | Manti, UT | Aug 2008 - May 2012 | 3 |
| Ephraim City | Ephraim, UT | Jan 2012 - Apr 2012 | < 1 |
| Ephraim City | Ephraim, UT | Jan 2011 - Aug 2011 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- UT
-
Total Assets Under Management273MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$280,879
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, TX, UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.