Roger Johnson (CRD# 260212) is an Investment Advisor Representative working at Western Pacific Wealth Management, LP in Lake Forest, IL and has over 37 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Western Pacific Wealth Management, LLC | Lakes Forest, IL | Jan 2021 - Current | 3 |
Summa Global Advisors, LLC | Portland, OR | Dec 2008 - Dec 2020 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1986 |
S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
- IL
- TX
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$4,998,444
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, OR, TX
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