Derek Douglas Johnson
Investment adviser representative at United Advisors America
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$446.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- United Advisors AmericaJul 2023 to now
- Phillips-johnson Properties, LLCSep 2001 to now
- Phillips Johnson, Inc.Jul 1999 to Jul 2023
- SelfJun 1990 to Jun 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
United Advisors America
Legal name: United Advisors America Corporation
$446.5MAssets managed
2,809Clients
21Advisers
7 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
- 7780248
- Firm CRD
- 147350