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FJ

Fred C. Johnson

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CRD#: 1220814
FJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Fred Clark Johnson, who also goes by Fred C Johnson, was a registered financial professional .

Fred is a previously registered financial professional and started their career in finance in 1984. Fred had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred C Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 5, 2012 - December 31, 2019

BASIC WEALTH ADVISORS, INC

RIA
CRD#: 163998
LANDRUM, SC
Past

January 15, 1999 - December 31, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
GREENWOOD, IN
Past

July 22, 1994 - December 31, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

April 13, 1989 - January 26, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 10, 1988 - August 15, 1989

PW SECURITIES, INC.

BD
CRD#: 6775
Past

July 26, 1984 - December 31, 1987

PW SECURITIES, INC.

BD
CRD#: 6775

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/21/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BW
BASIC WEALTH ADVISORS, INC
BASIC WEALTH ADVISORS, INC

CRD#: 163998 / SEC#:

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Contact information


Main Address
Ponte Vedra, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BASIC WEALTH ADVISORS, INC

CRD#: 163998

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