Alan Lloyd Johnson
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
8 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Wealth, Inc.Jun 2021 to now
- Royal AllianceJun 2021 to now
- Advisornet Financial Inc. dba Advisornet Financial PartnersApr 2019 to Mar 2021
- Advisornet Financial Inc. dba Portfolio PartnersJan 2017 to Nov 2020
- Advisornet Wealth ManagementJan 2017 to Nov 2020
- Advisornet Financial Inc. dba Jra FinancialJan 2017 to Mar 2020
- Cetera Advisor Networks LLCJan 2013 to Nov 2020
- Jra Financial AdvisorsSep 2007 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 8 states (FL, GA, HI, MN, MT, ND, PA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4739006
- Firm CRD
- 23131