Roger Wesley Johnson
Investment adviser representative at Act Advisors
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$498.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Act Advisors, LLCOct 2014 to now
- LPL Financial LLCNov 2013 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, NC, SC).
Act Advisors
Legal name: Act Advisors, LLC
$498.9MAssets managed
428Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4545355
- Firm CRD
- 173120