William Johnson, financial advisor The Woodlands TX
93 score

William Johnson

CRD Number: 3161962
Current Firm: Sagepoint Financial, Inc.

William Johnson (CRD# 3161962) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in The Woodlands, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial The Woodlands, TX Oct 2013 - Current 3
Attwood Holdings, Inc. The Woodlands, TX Jan 2004 - Current 12
Various Insurance Carriers Woodlands, TX Feb 1999 - Current 17
Waddell & Reed, Inc. Houston, TX Dec 1998 - Oct 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for William R. Johnson
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • AL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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