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RJ

Rick F. Johnson

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CRD#: 1701344
RJ

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.

Rick Farrell Johnson, who also goes by Rick F Johnson, was a registered financial professional .

Rick is a previously registered financial professional and started their career in finance in 1987. Rick had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick F 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.
DBA: INTUITIVE FINANCIAL - 10 HRS WEEK; SALE OF VARIOUS INSURANCE PRODUCTS INCLUDING HEALTH, LIFE & DISABILITY, MAJOR COMPANIES: MIDLAND NATIONAL, MASSMUTUAL, BLUE CROSS, SELECT HEALTH. SIGMA PLANNING CORPORATION - 20 HRS WEEK; FEE BASED PLANNING AND FUND MANAGEMENT. MAIN FUND MANAGER: (RIA) PARAGON CAPITAL MANAGEMENT. PLUS: SEI, NATIONAL FINANCIAL MANAGED ACCOUNTS, ITS, FUND SOURCE, FIRST TRUST. SAMMONS SECURITIES COMPANY - 10 HRS WEEK; MUTUAL FUNDS & VARIABLE PRODUCTS, MAJOR SUPPLIERS: METLIFE ANNUITIES, LINCOLN FINANCIAL ANNUITIES, ING ANNUITIES, ALLIANZ ANNUITIES, PACIFIC LIFE VARIABLE ANNUITIES, OPPENHEIMER FUNDS, MIDLAND NATIONAL VARIABLE ANNUITIES, AMERICAN FUNDS. DECEASED FATHERS ESTATE RANCH - 3 HR WEEK; LAZY HEART LIVESTOCK CORP. SECRATARY.

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

October 9, 2014 - December 31, 2022

VANTAGE POINT INVESTMENTS, INC.

RIA
CRD#: 156887
SANDY, UT
Past

February 9, 2002 - October 8, 2014

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
SANDY, UT
Past

February 8, 2002 - October 8, 2014

SPC

RIA
CRD#: 110692
SANDY , UT
Past

March 31, 2000 - February 9, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

February 16, 2000 - April 3, 2000

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

August 24, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

August 24, 1987 - March 14, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

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: 2/14/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VP
VANTAGE POINT INVESTMENTS, INC.
VANTAGE POINT INVESTMENTS, INC. | VANTAGE POINT INVESTMENTS, LLC

CRD#: 156887 / SEC#:

Utah
Registered Investment Advisory firm - (12/11/2013 Approved)
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Contact information


Main Address
Herriman, UT
Mailing Address
Phone number
(801) 358-0441
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts222
AUM (Assets Under Management)$ 34,543,673

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


VANTAGE POINT INVESTMENTS, INC.

CRD#: 156887

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Contact information


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