PJ
PJ

Paul Johnson

36 Years of Experience
Clemmons, NC
BrokerSells Insurance

Paul Johnson is a registered investment advisor at Cetera Investment Advisers LLC, based in Clemmons, NC, with 36 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Clemmons, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paul is an independent insurance agent selling fixed insurance products since 2005, dedicating about a quarter of their time to this activity. Paul is also involved with NAIFA-NC and the Rotary Club of Clemmons.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Voya Financial Advisors, INC.
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.
July 2002 - January 2004 · 1 yr 6 mos
Locust Street Securities, INC.Broker
January 2002 - January 2004 · 2 yrs
Bma Financial Services, INC.Broker
August 1989 - January 2002 · 12 yrs 5 mos
State Registrations9 states
FLGAILINNCOHSCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Paul Johnson - Financial Advisor | TrueAdvisor