Alan Johnson

Financial Planner and Portfolio Manager @Royal Alliance Associates

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Financial Planner and Portfolio Manager @Royal Alliance Associates

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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

2009

College for Financial Planning

Accredited Wealth Management Advisor (AWMA)

1997 — 2001

University of Minnesota Duluth

Bachelors, Psychology

2003

FINRA

Series 7, 66

2003

Minnesota Department of Commerce

Life and Health Insurance Licensed

SKILLS

Estate PlanningStrategic Financial PlanningPortfolio ManagementAsset ManagmentInvestment StrategiesRetirement PlanningAsset AllocationMutual FundsWealth Management401kLife InsuranceFinancial AdvisoryInvestment AdvisoryInvestmentsSeries 7

ABOUT ALAN JOHNSON

Financial Advisor and Portfolio Manager at Encore Financial

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