Douglas
Johnson

Financial Security Management, Inc

CRD#1803219
Investment Advisor
in Denver, CO

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About this Advisor

Douglas Johnson is a financial advisor working in Denver, Colorado with 13 years of industry experience. Johnson works at Financial Security Management, Inc. Over the course of their career, they have held roles at Financial Security Management, Inc and National Planning Corporation. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Financial Security Management, Inc is a financial advisory business based in Denver, CO. It manages $366 million in assets between its 2,325 customer accounts, making it one of the larger firms in the country by assets under management. Of its 2,325 client accounts, 19% belong to high-net-worth clients who have more than $1 million in assets available to invest. Financial Security Management, Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on the type of services provided. Fees charged by Financial Security Management, Inc may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2535 S Lewis Way Suite 201
Denver, CO 80227

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Financial Security Management, Inc Brokerage Details

Total Assets Under Management

$365,463,709

CO Average: $2,349,664,866
Total Number of Employees

8

CO Average: 28
Total Number of Accounts

2,325

CO Average: 1,101
Average Account Size

$157,189

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Douglas Johnson Work History

Douglas has been registered as a financial advisor for 13 years.*

2008 - Present (16 years)

Financial Security Management, Inc

2008 - 2017 (9 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas 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 Financial Security Management, Inc

Sara Keith
Denver, CO
Kelli Wallace
Denver, CO
Douglas Johnson
Denver, CO
Roy Gibson
Denver, CO
Jeffrey Larkin
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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