Philip R Johnson

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About Philip R Johnson

Phil Johnson is a Wealth Advisor, Managing Director, Investment Advisor Representative and an accredited Investment Fiduciary with over 3 decades of experience, along with a deep understanding of the financial markets. He helps clients define and reach their financial goals by providing individually tailored advice. His experience includes retirement planning, investments, insurance, tax planning, estate planning and debt management. Phil believes in taking a holistic approach when establishing financial plans. He works collaboratively with clients to increase understanding and knowledge about their financial position and helps guide them toward the best financial decisions in their journey toward financial security and independence. He is passionate about helping his clients manage their finances and provides proactive advice based on the client's individual needs. With his extensive knowledge and dedication to providing the best service, Phil is a great asset for all his clients.

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General Information

Firm Start Year

2003

CRD#

3179288

Firm CRD#

7717

Insurance License#

OH 591675 , FL W336631

Name of Broker/Dealer

Independent Financial Group, LLC

Name of Custodial Firm

BNY Pershing, LLC.

States Licensed in

CA,FL,IL,IN,NC,OH

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 7, Series 6, Series 66, SIE

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly, Flat Fee, Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892300/paladinregistry-PRJ-Wealth-Advisors,-LLC-/-Independent-Financial-Group,-LLC-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

PRJ Wealth Advisors, LLC / Independent Financial Group, LLC