Charles Johnson
Charles Johnson is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 40 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles provides tax preparation services, sells insurance (property, casualty, life, and health), sells investment products and retirement planning services through TrustFirst Financial, owns rental properties, and is a SmartVestor Pro with Dave Ramsey. He dedicates a few hours per week to tax services, a few hours per week to insurance sales, about a quarter of his time to TrustFirst Financial, minimal time to rental properties, and a few hours per week as a SmartVestor Pro.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
Pmg Asset Management INC
Interactive Financial Advisors
Pmg Securities Corporation
Pmg Asset Management INC
Pmg Securities CorporationBroker
Donahue Securities, INC.Broker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
Source Securities, INC.Broker
Securities Network, INC.Broker
Uan Investment CORP.Broker
Financial Network Investment CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.