TF
CFP
TF
CFP
Tiffany Finney-Johnson
16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$153.6M
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Location
550 S. Watters Road, Suite 242, Allen, TX, 75013
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
New Dimensions Wealth Management, L.L.C.
January 2013 - Present · 13 yrs 2 mos
Previous Registrations
Jwa Financial Group, INC.
October 2008 - October 2012 · 4 yrs
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.