Carson Johnson, financial advisor Orem UT

Carson Johnson

CRD Number: 6665459
Current Firm: Peterson Wealth Advisors, LLC

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.

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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
Contact Info for Carson D. Johnson
Phone Number: 801-225-0000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    273
    MILLIONS
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $280,879
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AZ, CA, CO, ID, NV, TX, UT

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