Andrew
Johnson

Momentum Independent Network Inc

CRD#4254485
Investment Advisor
in Santa Monica, CA

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About this Advisor

Andrew Johnson is a financial advisor based in Santa Monica, California, working with Momentum Independent Network Inc. Andrew has previously held a position at Sws Financial Services. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Andrew is part of Momentum Independent Network Inc, which operates out of Santa Monica, California. The firm has 93 offices and 139 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Momentum Independent Network Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Santa Monica, CA

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Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$1,117,141,327

CA Average: $3,042,739,679
Total Number of Employees

139

CA Average: 49
Total Number of Accounts

3,528

CA Average: 2,315
Average Account Size

$316,650

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Andrew Johnson Work History

2004 - Present (20 years)

Sws Financial Services

Disclosures

Please visit the SEC profile of Andrew Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Momentum Independent Network Inc

Michael Kane
Sherman, TX
Emilio Fuentes
Dallas, TX
Robert Berry
Dallas, TX
Michael Hogan
Hilton Head Island, SC
Stephen Mckimmey
Dallas, TX
Troy Smith
Salado, TX
Evelyn Burgett
Dallas, TX
Skyler Hedden
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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