Linda Johnson (CRD# 1453879) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Scottsdale, AZ and has over 38 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneamerica Securities | Scottsdale, AZ | Mar 2018 - Current | 6 |
| American United Life | Scottsdale, AZ | Jun 2017 - Current | 6 |
| Securities America, Inc. | Phoenix, AZ | Dec 2016 - Mar 2018 | 1 |
| Cue Financial Group, Inc. | Phoenix, AZ | Oct 1997 - Mar 2018 | 20 |
| Preferred Benefit Concepts Inc. | Scottsdale, AZ | Jul 1995 - Mar 2018 | 22 |
| Foothill Securities, Inc. | Phoenix, AZ | Aug 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- AZ
- NJ
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- 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, VT, WA, WI, WV, WY
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