Derek Johnson (CRD# 7780248) is an Investment Advisor Representative working at United Advisors America in Lansing, MI and has 1 year of experience in the finance industry. Derek 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phillips-johnson Properties, LLC | Lansing, MI | Sep 2001 - Current | 22 |
| Phillips Johnson, Inc. | Lansing, MI | Jul 1999 - Jul 2023 | 24 |
| Self | Lansing, MI | Jun 1990 - Jun 2023 | 33 |
- MI
-
Total Assets Under Management260MILLIONS
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Total Number of Accounts2,249ACCOUNTS
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Average Account Value$115,685
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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