Charles Johnson, financial advisor Piney Flats TN
93 score

Charles Johnson

CRD Number: 1357531
Current Firm: Interactive Financial Advisors

Charles Johnson (CRD# 1357531) is an Investment Advisor Representative working at Interactive Financial Advisors in Piney Flats, TN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Jul 2010 - Current 6
Interactive Financial Advisors Piney Flats, TN Feb 2002 - Current 14
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Jul 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Charles D. Johnson
Phone Number: 630-472-1300
Firm Website: http://www.swcares.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

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

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