Alan Johnson Email & Phone Number
Financial Planner and Portfolio Manager @ Royal Alliance Associates
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Alan Johnson Location
- Saint Paul, MN, US
Alan Johnson Work
- 2021 -now Financial Advisor and Portfolio Manager at Encore Financial @
- 2021 -now Financial Planner and Portfolio Manager @
- 2017 -2020 Senior Vice President @
- 2010 -2020 Co-Founder @
- 2007 -2020 Senior Vice President, Executive Planner @
- 2007 -2020 Vice President, Executive Planner @
- 2007 -2019 Chief Investment Officer and Planner @
- 2004 -2007 Financial Consultant @
- 2003 -2004 Investment Advisor @
Alan Johnson Education
- University of Minnesota Duluth
Bachelors (Bachelors, Psychology)
1997-2001 - College for Financial Planning
(Accredited Wealth Management Advisor (AWMA))
2009 - FINRA
(Series 7, 66)
2003 - Minnesota Department of Commerce
(Life and Health Insurance Licensed)
2003
Alan Johnson Skills
- Dealers
- Wealth Management
- Data Management
- Strategic Financial Planning
- Customer Service
- Coordinated
- Morningstar
- Marketing Operations
- Theory
- Separate Accounts
- Temporary Placement
- Management
- Data Analysis
- System
- Operations
- Contact Management
- Investment Advisory
- Financial Advisory
- Investments
- Reports
- Charter
- Stocks
- Science
- ETFs
- Residential Treatment
- Msn
- Prospects
- Design
- Research
- Education
- Akamai
- Estate Planning
- Microsoft Word
- Microsoft Excel
- Life Insurance
- Supervision
- Investment Strategies
- Statistics
- Portfolio Management
- Insurance
- Asset Managment
- Project Management
- Marketing
- Sales Presentations
- Portfolio
- Asset Management
- Mutual Funds
- Goal Setting
- Professional Designations
- Finance
- Illustration
- Responsibility
- Online Research
- Retirement Planning
- Obtain
- Maple
- Workshops
- Community
- Zephyr
- Family Therapy
- Asset Allocation
- Unit Investment Trusts
- Treatment
- Consulting
- 401k
- Series 7
- Bonds
- Services
- Analysis
- Chartered Financial Analyst
- Debt Restructuring
- Yahoo
- Risk
- New Business Development
- Handling Money
- Psychology
- Risk Management
- Sales
- Wealth Management Services
- Tactical Asset Allocation
- Equities
- Securities
- Investment Management
Alan Johnson Summary
- Alan Johnson, based in Saint Paul, MN, US, is currently a Financial Planner and Portfolio Manager at Royal Alliance Associates. Alan Johnson brings experience from previous roles at Encore Financial Advisors, AdvisorNet Financial, Portfolio Partners and AdvisorNet Financial Partners (formerly JRA Financial). Alan Johnson holds a 1997 - 2001 Bachelors in Bachelors, Psychology @ University of Minnesota Duluth. With a robust skill set that includes Dealers, Wealth Management, Data Management, Strategic Financial Planning, Customer Service and more. Alan Johnson has 5 emails and 4 mobile phone numbers on RocketReach.
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