Corey A Johnson
Professional Summary
Corey A Johnson, who also goes by Corey Johnson, is a registered financial advisor currently at SHOREBIRD, LLC located in Newport Beach, California. Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Corey has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Corey Johnson
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Contact Information
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
SHOREBIRD FINANCIAL, LLC | SHOREBIRD, LLC
Contact Information
Main Address
2459 Eastbluff Drive Suite 752, Newport Beach, CA 92660Phone Number
(951) 216-9355# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$1,825,956Similar 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
(1/10/2018)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Corey A Johnson's CRS (Customer Relationship Summary).
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