Vision Financial Services, Inc.

Vision Financial Services, Inc. (CRD# 144409) is a financial advisory firm headquartered in Mesa, AZ. They manage $14,456,235 in 182 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4140 E Baseline Rd, 201, Mesa, AZ 85206
http://www.visionfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $79,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Vision Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Johnson, financial advisor Mesa AZ
Gregory N. Johnson
CRD#: 5389632
4140 E Baseline Rd, 201, Mesa, AZ 85206

Gregory Johnson (CRD# 5389632) is an Investment Advisor Representative working at Vision Financial Services, Inc. in Mesa, AZ and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals