Roger
Johnson
Act Advisors
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About this Advisor
Roger Johnson is a certified financial planner operating out of Charleston, South Carolina who has 9 years of industry experience. Johnson is an employee of Act Advisors. Over the course of their career, they have held roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, Lpl Financial LLC and Act Advisors, LLC. Johnson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and South Carolina. Act Advisors is a business that has its headquarters in Asheville, NC. The company has offices in two locations and a total of 11 advisors. It oversees $313 million in assets under management among its 920 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises four charities and foundations. Of its 920 accounts, 32% belong to high-net-worth individuals who have more than $1 million in investable assets. Act Advisors provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors vary depending on which service is provided. Fee types charged by Act Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Act Advisors Brokerage Details
$313,060,957
11
920
$340,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Roger Johnson Work History
Roger has been registered as a financial advisor for 9 years.*
Act Advisors, LLC
Lpl Financial LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
*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 Roger 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 Act Advisors
Asheville, NC
Charleston, SC
Charleston, SC
Asheville, NC
Raleigh, NC
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.
