Beth
Johnson
Worth Asset Management
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About this Advisor
Beth Johnson is a financial advisor working in Dallas, Texas, who has 3 years of relevant experience. Johnson is currently employed by Worth Asset Management. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Rbc Capital Markets, LLC, City National Bank, Worth Asset Management and Worth Financial Group, Inc. Johnson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Worth Asset Management is a financial advisory company based out of Dallas, TX. The investment advisory business has a total of eight financial advisors. It oversees $247 million in total assets between its 290 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 290 accounts, 24% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a few services, including portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors largely vary depending on which service is provided. Fee types billed by Worth Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Worth Asset Management Brokerage Details
$247,254,641
8
290
$852,602
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Beth Johnson Work History
Beth has been registered as a financial advisor for 3 years.*
Worth Asset Management
Worth Financial Group, Inc
Rbc Capital Markets, LLC
City National Bank
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Beth 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 Worth Asset Management
Frisco, TX
Dallas, TX
Dallas, TX
Dallas, TX
Prosper, TX
Waxahachie, TX
Dallas, TX
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