Abraham William Johnson

Vanderbilt Advisory Services

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Vanderbilt Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

155 advisors

Number of Clients

6,466 clients

Average Client Portfolio

$251K average

Assets Under Management

$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

1837 E. Parkridge Drive,, Salt Lake City, UT, 84121

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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.

Other Business Activities

Abraham owns two rental real estate properties since 2019. These activities are investment-related.

Employment History

Current Registrations

Vanderbilt Advisory Services

January 2024 - Present · 2 yrs 1 mo

Vanderbilt Securities, LLCBroker

January 2024 - Present · 2 yrs 1 mo

Vanderbilt Securities, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

LPL Financial LLC

July 2019 - October 2021 · 2 yrs 3 mos

LPL Financial LLCBroker

June 2019 - October 2021 · 2 yrs 4 mos

TD Ameritrade, INC.

July 2012 - July 2017 · 5 yrs

TD Ameritrade Investment Management, LLC

July 2012 - July 2017 · 5 yrs

TD Ameritrade, INC.Broker

January 2012 - July 2017 · 5 yrs 6 mos

Hornor, Townsend & Kent, INC.Broker

February 2010 - October 2011 · 1 yr 8 mos

Fidelity Brokerage Services LLCBroker

August 2008 - December 2009 · 1 yr 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.