| Advisor Profile |
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| Name: |
Robert Johnson |
| Phone Number: |
(614) 515-4243 |
| Website: |
Visit Website
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Business Description |
| Comprehensive Financial Services firm that helps you retain the wealth that you have worked to create. Additionally we help you to create more wealth in the most efficient way possible. |
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General Information |
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| Name of Broker/Dealer: |
Park Avenue Securities
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| States Licensed in: |
OH,AL,CA,FL,KY,NC,NJ,NV,TX,WV
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| Years of Experience in Financial Services: |
25
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| Number of Years with Current Firm: |
14
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| Work Experience: |
A successful financial strategy is built upon the foundation of maximizing protection while preserving and protecting wealth. Developing a plan requires the consideration of many factors, some of which are inflation, income taxes and technological advances. We have no control over these factors, but they are a reality nonetheless.
Through the use of macroeconomics we guide you through a process that will help you make informed financial decisions based upon verifiable fact, not opinion. Your entire financial life is viewed on The Living Balance Sheet ®. This process uncovers any inefficiency in your current plan. Options are presented to help make your plan more efficient and effective.
Our goal is to help our clients achieve their dreams and live their lives with the benefit of a strong financial program.
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| I work with the following types of clients: |
Businesses, Individual Investors, Affluents
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Services |
| Investment Types: |
Mutual Funds, Exchange Traded Funds (ETFs), Managed Money, Insurance, Annuities
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 6
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| Insurance and Annuity Licenses: |
Disability, Life, Health, Annuity, Variable Life, Long Term Care, Variable Annuity
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| Financial Organization Memberships: |
President 2008-09 NAIFA-Columbus, National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals
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| Non-Financial Organization Memberships: |
Lewis Center-Polaris Rotary
Delaware Bible Church Choir Director
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
7000
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$50000
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| Compensation Methods: |
Based on Assets, Commissions
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| Prepared By: |
Robert Johnson |
Frequently Asked Questions |
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What services do you provide? What are your specialties? |
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We provide comprehensive finanical analysis, college planning, retirement planning, estate planning. |
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What is your experience? How many clients do you currently manage? |
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I have twenty five years experience. I currently manage, with the help of our firm's staff, over 500 clients. |
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What financial institution(s) do you represent? |
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My broker dealer is Park Avenue Securities, 7 Hanover Square, New York, NY 10007 |
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How do you charge for your services? |
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We offer mananged money accounts or we are paid via commissions. |
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Do you provide a free initial consultation? |
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Yes, we provide free initial consultations. |
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Why should I choose you as my financial advisor? |
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The reaso to choose me as my financial advisor is integrity, honesty, and service. Our firm has individual specialists who are experts in various disciplines. One person does not have all of the answers, suggestions, or solutions. All recommendations must work together to provide a macroeconomic solution to achieve your desired result. |
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