Geoffrey Alan Johnson
Professional Summary
Geoffrey Alan Johnson, who also goes by Geoff Johnson, is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS, LLC located in Gilbert, Arizona. Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Geoffrey has worked at 8 firms and has passed the Series 65, Series 63, Series 6, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Geoff Johnson
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Videos & Posts
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RBC CAPITAL MARKETS, LLC
Contact Information
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Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH MANAGEMENT ADVISORS, LLC
Contact Information
Main Address
1166 E. Warner Rd #202, Gilbert, AZ 85296Phone Number
(602) 334-4428# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
73AUM (Assets Under Management)
$4,100,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/14/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Alan Johnson's CRS (Customer Relationship Summary).
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