Beth Johnson, financial advisor Dallas TX

Beth Johnson

CRD Number: 5449450
Current Firm: Worth Asset Management

Beth Johnson (CRD# 5449450) is an Investment Advisor Representative working at Worth Asset Management in Dallas, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Worth Financial Group, Inc. Dallas, TX Mar 2020 - Current 4
Worth Asset Management Dallas, TX Feb 2020 - Current 4
Unemployed Plano, TX Jul 2019 - Feb 2020 < 1
City National Bank Frisco, TX Jun 2018 - Jul 2019 1
Rbc Capital Markets, LLC Frisco, TX May 2018 - Jul 2019 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2018 3
Morgan Stanley Smith Barney Plano, TX Jul 2011 - May 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Beth A. Johnson
Phone Number: 469-257-5074
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $745,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, LA, TX

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