Julie Johnson
Julie Johnson is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Portland, OR, with 28 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
7421 SW Bridgeport Rd, Portland, OR, 97224
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Julie sells insurance and non-insurance products for Transamerica Financial Advisors, Inc. She also owns Johnson Financial Group, Inc., leads workshops for women contemplating divorce, is a representative for Netlaw, Inc., and a referral partner for College Loan Freedom, dedicating minimal time to the latter two.
Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations5 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.
Exams
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