Keith
Johnson

Hanson Mcclain Advisors

CRD#2666739
Investment Advisor
in Sacramento, CA
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About this Advisor

Keith Johnson is a certified financial planner based in Sacramento, California. Currently a registered advisor at Hanson Mcclain Advisors, Johnson has 15 years of professional experience as a financial advisor. Johnson maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Johnson is able to advise clients based out of Colorado. The advisor has gained experience at Icma Retirement Corporation, Hanson Mcclain Advisors, Kmj Financial Group, LLC, Ucla and Hanson Mcclain Securities. Hanson Mcclain Advisors is headquartered in Sacramento, California, and operates out of seven other offices in the nation. In total, Hanson Mcclain Advisors manages $3 billion in assets throughout 9,350 client accounts and employs more than 70 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 9,278 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Hanson Mcclain Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Hanson Mcclain Advisors Brokerage Details

Total Assets Under Management

$2,485,970,814

CA Average: $7,578,581,321
Total Number of Employees

70

CA Average: 43
Total Number of Accounts

9,350

CA Average: 3,727
Average Account Size

$265,879

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Keith Johnson Work History

Keith has 15 years of experience.

2016 - Present (3 years)

Hanson Mcclain Advisors

2016 - Present (3 years)

Hanson Mcclain Securities

2015 - 2016 (1 years)

Kmj Financial Group, LLC

2006 - Present (13 years)

Ucla

2003 - 2015 (12 years)

Icma Retirement Corporation

Disclosures

Keith Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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