AJ
AJ

Alan Dwayne Johnson

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1400 Mercantile Lane, #214, Largo, MD, 20774

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alan is a registered representative selling securities and fixed insurance products, and an independent insurance agent. He dedicates full-time hours to these activities.

Employment History
Current Registrations
Financial & Tax Architects, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Transamerica Financial Advisors, INC.
July 1998 - December 2012 · 14 yrs 5 mos
State Registrations2 states
DEMD
Advisor
Exams
No exam information available for this advisor.