Casandra Johnson (CRD# 5332300) is an Investment Advisor Representative working at Financial Navigators Inc. in Littleton, MA and has over 16 years of experience in the finance industry.
CRD# 4441672
Bolton Global Asset Management
CRD# 2648643
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1257320
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Navigators, Inc. | Littleton, MA | Apr 2024 - Current | < 1 |
| Financial Navigators, Inc. | Bolton, MA | Feb 2024 - Apr 2024 | < 1 |
| Financial Navigators, Inc. | Littleton, MA | Apr 2019 - Feb 2024 | 4 |
| Tiaa | Waltham, MA | Dec 2013 - Apr 2019 | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Waltham, MA | Dec 2013 - Apr 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- MA
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts611ACCOUNTS
-
Average Account Value$298,138
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CO, FL, GA, MA, ME, MI, NH, NY, TX, VT
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