Johanson Financial Advisors, Inc.
Johanson Financial Advisors, Inc. (CRD# 159244) is a financial advisory firm headquartered in Campbell, CA. They manage $168,400,000 in 579 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management168MILLION
Total Number of Accounts579ACCOUNTS
Average Account Value$290,846
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, HI, TX
David Johanson (CRD# 1540740) is an Investment Advisor Representative working at Johanson Financial Advisors, Inc. in San Martin, CA and has over 27 years of experience in the finance industry. David Johanson 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.
David Faulk (CRD# 5021007) is an Investment Advisor Representative working at Johanson Financial Advisors, Inc. in Campbell, CA and has over 11 years of experience in the finance industry.