Alan Johnson
Financial Advisor and Portfolio Manager at Encore Financial
- Role
- Financial Planner and Portfolio Manager at Royal Alliance Associates
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Financial Planner and Portfolio Manager
Jul 2021 — Present · Maple Grove, MN, US
Securities and investment advisory services offered through Royal Alliance Associates, Inc.(RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services.
Education
College for Financial Planning
Accredited Wealth Management Advisor (AWMA)
2009
University of Minnesota Duluth
Bachelors, Psychology
1997 — 2001
FINRA
Series 7, 66
2003
Minnesota Department of Commerce
Life and Health Insurance Licensed
2003
Skills
- Estate Planning
- Strategic Financial Planning
- Portfolio Management
- Asset Managment
- Investment Strategies
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Wealth Management
- 401k
- Life Insurance
- Financial Advisory
- Investment Advisory
- Investments
- Series 7
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