Gregory N. Johnson

VISION FINANCIAL SERVICES,

Mesa, AZ 85206

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CRD#: 5389632

Professional summary

Gregory Neal Johnson, who also goes by Greg Johnson, Gregory Johnson, is a registered financial advisor currently at VISION FINANCIAL SERVICES, INC located in Mesa, Arizona.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Johnson | Gregory 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.

VISION FINANCIAL DESIGN GROUP, LLC; NON-INVESTMENT RELATED; 1423 S HIGHLEY RD, SUITE 112, MESA AZ 85206; INSURANCE SERVICES; APPROXIMATELY 30% OF TIME SPENT IN THIS BUSINESS; INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Neal 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®

None

Experience

Current

November 14, 2007 - Present

VISION FINANCIAL SERVICES, INC

Office #1: 4140 E Baseline Rd 201, Mesa, AZ 85206

RIA

CRD#: 144409

Mesa, AZ

Past

November 14, 2007 - December 31, 2013

VISION FINANCIAL SERVICES, INC

RIA

CRD#: 144409

MESA, AZ

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

Arizona
(11/14/2007)

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

State Security Law Exam

IAR

Series 65

Date: 10/4/2007

Uniform Investment Adviser Law Examination

Current Firm

VISION FINANCIAL SERVICES, INC

CRD#: 144409 / SEC#:

Arizona

Registered Investment Advisory firm - (11/14/2007 Approved)

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Contact information

Main Address

4140 E Baseline Rd 201, Mesa, AZ 85206

Mailing Address

Phone number

(480) 833-1553

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 20,292,651

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.

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Gregory N. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Neal Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISION FINANCIAL SERVICES, INC

VISION FINANCIAL SERVICES, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2007

Current Firm

VISION FINANCIAL SERVICES, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VISION FINANCIAL SERVICES, INC

TRUST BUT VERIFY

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