Matthew H. Johnson
Professional summary
Matthew Henry Johnson, CFP®, who also goes by Matt Johnson, is a registered financial advisor currently at DEFINING LEGACY ADVISORS located in Greensboro, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Henry Johnson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
December 10, 2018 - Present
DEFINING LEGACY ADVISORS
March 1, 2011 - December 5, 2018
MORTON WEALTH MANAGEMENT LLC
October 27, 2009 - November 19, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
October 12, 2009 - November 19, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
September 8, 2008 - October 9, 2009
FIRST COMMAND BROKERAGE SERVICES, INC.
August 20, 2008 - October 9, 2009
FIRST COMMAND BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2022)
(12/10/2018)
(1/27/2021)
Exams
Current Firm
DEFINING LEGACY ADVISORS
CRD#: 299537 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 181 |
| AUM (Assets Under Management) | $ 11,419,133 |
Red Flags
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