Erin Johnson, financial advisor San Diego CA
96 score

Erin Johnson

CRD Number: 5467379
Current Firm: Valic Financial Advisors, Inc.

Erin Johnson (CRD# 5467379) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in San Diego, CA and has over 8 years of experience in the finance industry. Erin 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.

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Professional Designations
Company Name Location Dates Years
Valic Financial Advisors, Inc. Orange, CA Oct 2012 - Current 4
Nationwide Investment Services Corporation Columbus, OH Nov 2008 - Sep 2012 3
Moss Adams Wealth Advisors LLC Los Angeles, CA Dec 2007 - Nov 2008 < 1
Moss Adams San Diego, CA Jan 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Erin C. Johnson
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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