Angela Johnson, financial advisor Friendswood TX

Angela Johnson

Worthen Financial Advisors

CRD Number: 4928336
Current Firm: Worthen Financial Advisors
Compensation Model: Fee Only
Angela Johnson (CRD# 4928336) is an Investment Advisor Representative working at Worthen Financial Advisors in Friendswood, TX and has over 17 years of experience in the finance industry. Angela Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Worthen Financial Advisors, Inc. Friendswood, TX Aug 2021 - Current 2
Farmers Financial Solutions, LLC Houston, TX Mar 2005 - Sep 2021 16
Farmers Insurance Group Houston, TX Feb 2005 - Sep 2021 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
Contact Info for Angela Johnson
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $101,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Firm Disclaimer:

Advisory services are offered through Worthen Financial Advisors, Inc.; an investment adviser domiciled in the state of Texas. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm and the sender of this message are registered and/or licensed in that jurisdiction, or as otherwise permitted by statute. 

 

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Worthen Financial Advisors, Inc[“Worthen”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Worthen is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Worthen. Please remember that it remains your responsibility to advise Worthen, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

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