William JohnsonCRD 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 19 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|St Germain Securities Inc.||Springfield, MA||Dec 2014 - Current||3|
|St Germain Investment Management||Springfield, MA||Dec 2014 - Current||3|
|New England Securities||Bloomfield, CT||Jul 2009 - Current||8|
|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|
Total Assets Under Management1,034MILLIONS
Total Number of Accounts4,457ACCOUNTS
Average Account Value$232,028
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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