Robert W. Johnson
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.
Robert Wayne Johnson, CFP®, who also goes by Bob Johnson, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1991. Robert had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
April 30, 2015 - November 9, 2023
BRIDGEWORTH WEALTH MANAGEMENT
April 30, 2015 - April 13, 2021
LPL FINANCIAL LLC
April 25, 2000 - May 11, 2015
OSAIC FA, INC.
June 6, 1994 - April 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 6, 1994 - May 11, 2015
OSAIC FA, INC.
February 20, 1991 - October 19, 1992
HOME LIFE INSURANCE COMPANY
February 20, 1991 - June 7, 1994
WS GRIFFITH SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BRIDGEWORTH WEALTH MANAGEMENT
CRD#: 164100 / SEC#: 801-76956
Contact information
Regulatory assets under management
| Total Number of Accounts | 5,489 |
| AUM (Assets Under Management) | $ 2,016,498,230 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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