Anthony Johnson, financial advisor Orlando FL
93 score

Anthony Johnson

CRD Number: 5568330
Current Firm: Schwab Private Client Investment Advisory, Inc.

Anthony Johnson (CRD# 5568330) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Orlando, FL Feb 2014 - Current 2
The Job Partnership Orlando, FL Sep 2009 - Current 7
Charles Schwab & Company, Inc. Orlando, FL Aug 2009 - Current 7
Charles Schwab Bank Orlando, FL May 2011 - Feb 2014 2
Passport Charter School Orlando, FL Sep 2009 - Jul 2010 < 1
Morgan Stanley Smith Barney Winter Park, FL Jun 2009 - Jul 2009 < 1
Morgan Stanley Winter Park, FL Jul 2008 - Jun 2009 < 1
Arj Consulting, LLC Orlando, FL Jun 2007 - Jul 2008 1
Campus Crusade For Christ Orlando, FL Jul 1992 - Aug 2007 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Anthony R. Johnson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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