Alan Johnson
Financial Planner and Portfolio Manager @Royal Alliance Associates
Minneapolis, MN, US
EMAILS
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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