Thomas Johnson (CRD# 4364006) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Salt Lake City, UT and has over 23 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Securities, LLC | Woodbury, NY | Sep 2021 - Current | 2 |
| Vanderbilt Advisory Services | Woodbury, NY | Sep 2021 - Current | 2 |
| Self Employed | Salt Lake City, UT | Dec 2000 - Current | 23 |
| Lpl Financial | Salt Lake City, UT | Aug 2011 - Sep 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- UT
-
Total Assets Under Management1,104MILLIONS
-
Total Number of Accounts5,069ACCOUNTS
-
Average Account Value$217,704
- 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
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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