Keith Johnson (CRD# 2666739) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 28 years of experience in the finance industry. Keith Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benefit Financial Services Group | Irvine, CA | Sep 2019 - Current | 4 |
| Unemployed | Highlands Ranch, CO | Jun 2019 - Aug 2019 | < 1 |
| Allworth Financial (formerly Hanson Mcclain) | Sacremento, CA | Jun 2016 - May 2019 | 2 |
| Hanson Mcclain Securities | Sacramento, CA | Mar 2016 - Jun 2016 | < 1 |
| Hanson Mcclain Advisors | Sacramento, CA | Mar 2016 - Jun 2016 | < 1 |
| Kmj Financial Group, LLC | Highlands Ranch, CO | Nov 2015 - Mar 2016 | < 1 |
| Icma Retirement Corporation | Washington, DC | Sep 2003 - Nov 2015 | 12 |
| Ucla | Highlands Ranch, CO | Jan 2006 - Sep 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- AZ
- CA
- CO
-
Total Assets Under Management1,149MILLIONS
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Total Number of Accounts2,058ACCOUNTS
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Average Account Value$558,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AZ, CA, CO, CT, FL, GA, ID, IL, MA, NJ, NM, NV, NY, OR, TX, WA
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