C.
Johnson

Hazlett, Burt & Watson, Inc

CRD#724293
Investment Advisor
in Vienna, WV

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About this Advisor

C. Johnson is a financial advisor operating in Vienna, West Virginia who has 14 years of relevant experience. Johnson is on the advisory team at Hazlett, Burt & Watson, Inc. They have spent the entirety of their career at Hazlett, Burt & Watson, Inc. Johnson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in West Virginia. Hazlett, Burt & Watson, Inc is a financial advisory firm operating out of Wheeling, WV. The firm has offices in three locations and a total of 19 employees. It manages $983 million in assets under management between its 2,113 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 2,113 accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. Hazlett, Burt & Watson, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Hazlett, Burt & Watson, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1100 9Th Street Unit 1
Vienna, WV 26105

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Hazlett, Burt & Watson, Inc Brokerage Details

Total Assets Under Management

$982,736,375

WV Average: $493,341,091
Total Number of Employees

19

WV Average: 16
Total Number of Accounts

2,113

WV Average: 1,028
Average Account Size

$465,091

WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

C. Johnson Work History

C. has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Hazlett, Burt & Watson, 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 C. Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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