KJ
KJ
Kory Johnson
32 Years of Experience
Portland, OR
1 DisclosureBrokerSells Insurance
Kory Johnson is a registered investment advisor at VALIC Financial Advisors, INC., based in Portland, OR, with 32 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location
1800 S.W. First Avenue, Suite 420, Portland, OR, 97201
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2003Denied
Other Business ActivitiesSells Insurance
Kory is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
February 2012 - Present · 14 yrs 3 mos
VALIC Financial Advisors, INC.Broker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Allstate Financial Advisors, LLC
October 2010 - February 2012 · 1 yr 4 mos
Allstate Financial Services, LLCBroker
August 2010 - February 2012 · 1 yr 6 mos
Brokers International Financial Services, LLC
December 2008 - August 2010 · 1 yr 8 mos
Brokers International Financial Services, LLC.Broker
December 2008 - August 2010 · 1 yr 8 mos
Aig Retirement Advisors, INC.
November 2004 - December 2008 · 4 yrs 1 mo
Aig Retirement Advisors, INC.Broker
February 1999 - December 2008 · 9 yrs 10 mos
The Variable Annuity Marketing CompanyBroker
January 1999 - December 2001 · 2 yrs 11 mos
Equity Services, INC.Broker
January 1998 - January 1999 · 1 yr
Pruco Securities CorporationBroker
August 1993 - January 1998 · 4 yrs 5 mos
State Registrations5 states
AZIDNCORWA
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.