Philip Johnson, financial advisor Tempe AZ

Philip Johnson

CRD Number: 846457
Current Firm: Johnson Financial Advisors

Philip Johnson (CRD# 846457) is an Investment Advisor Representative working at Johnson Financial Advisors in Tempe, AZ and has over 40 years of experience in the finance industry. Philip 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
Securities America, Inc. Phoenix, AZ Feb 1991 - Current 31
Philip O Johnson & Company, Ltd. Phoenix, AZ Oct 1981 - Current 40
Johnson Financial Advisors Phoenix, AZ Oct 1981 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
Contact Info for Philip O. Johnson
Phone Number: 602-242-4000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $302,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, NE, TX

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