Angela Johnson
WORTHEN FINANCIAL ADVISORS
Friendswood, TX 77546
Some features on this profile are disabled
CRD#: 4928336
Professional summary
Angela Johnson, CFP® is a registered financial advisor currently at WORTHEN FINANCIAL ADVISORS located in Friendswood, Texas.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Angela has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) 2011-Present: Eva Marie Enterprises, LP/Not Investment Related/President/Closely Held LP/Commercial building housing firm & its affiliates./Involves five percent time each month, including during traditional business hours.// (2) 2021-Present: EB Worthen Group, Inc./Not Investment Related/Friendswood, TX/Management Company/President/Management Company for Insurance Affiliated Agencies & Office Building/Involves five percent time each month, including during traditional business hours.// (3) 2021-Present: E.B. Worthen Insurance Group, Inc. dba Worthen Insurance Group/Insurance Related/Friendswood, TX/Insurance Agency/President & Insurance Agent/Insurance products and services via unaffiliated issuers/Involves 10% time each month, including during traditional business hours.// E.B. Worthen Insurance Group, Inc. (doing business as Worthen Insurance Group) can provide information about Worthen Financial Advisors' services to their insurance clients. However, Worthen Insurance Group is not compensated in any way for providing such information to Worthen Financial Advisors and does not share client information with them. If an insurance client decides to do business with Worthen Financial Advisors, Worthen Financial Advisors and Ms. Johnson would receive compensation from them as an advisory client.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Johnson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
October 25, 2021 - Present
WORTHEN FINANCIAL ADVISORS
Office #1: 104 Melody Lane, Friendswood, TX 77546RIA
CRD#: 316622
Friendswood, TX
Past
April 11, 2005 - September 29, 2021
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
FRIENDSWOOD, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(10/25/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WF
WORTHEN FINANCIAL ADVISORS
WORTHEN FINANCIAL ADVISORS | WORTHEN FINANCIAL ADVISORS, INC.
CRD#: 316622 / SEC#:
Texas
Registered Investment Advisory firm - (10/25/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
104 Melody Lane, Friendswood, TX 77546
Mailing Address
Phone number
(832) 895-1188
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 262 |
| AUM (Assets Under Management) | $ 30,945,398 |
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
WORTHEN FINANCIAL ADVISORS
CRD#: 316622Friendswood, TX 77546TRUST BUT VERIFY
Monitor Angela Johnson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
