William Johnson, financial advisor Springfield MA
93 score

William Johnson

CRD Number: 1357248
Current Firm: St. Germain Investment Management

William Johnson (CRD# 1357248) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
St Germain Securities Inc. Springfield, MA Dec 2014 - Current 2
St Germain Investment Management Springfield, MA Dec 2014 - Current 2
New England Securities Bloomfield, CT Jul 2009 - Current 7
Retired West Hartford, CT Jan 2005 - Jul 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Dec 2009
S66 NASAA Uniform Combined State Law Examination Aug 1998
Contact Info for William T. Johnson
Phone Number: 413-733-5111
Registered State(s):
  • CA
  • CT
  • MA
  • FL
By the Numbers
  • Total Assets Under Management
    1,034
    MILLIONS
  • Total Number of Accounts
    4,457
    ACCOUNTS
  • Average Account Value
    $232,028
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, WA

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

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