Garrett Johnson, financial advisor Portland OR

Garrett Johnson

CRD Number: 7084220
Current Firm: Tpg Financial Advisors, LLC

Garrett Johnson (CRD# 7084220) is an Investment Advisor Representative working at Tpg Financial Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tpg Financial Advisors LLC Portland, OR Feb 2021 - Current 3
Unemployed Portland, OR Nov 2020 - Jan 2021 < 1
Northwestern Mutual Investment Services LLC Lake Oswego, OR Jun 2020 - Oct 2020 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2019 - Oct 2020 1
Unemployed Corvallis, OR Mar 2009 - May 2019 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Garrett M. Johnson
Phone Number: 503-241-9550
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,658
    MILLIONS
  • Total Number of Accounts
    1,514
    ACCOUNTS
  • Average Account Value
    $1,094,956
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, ID, OR, TX, WA

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