Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
28 years
Location
Santa Maria, CA 93455
Eagle Strategies (NY Life)
Enterprise
Bradley Johnson is a CFP® with 28 years of experience in the financial services industry, currently affiliated with Eagle Strategies (NY Life) in Santa Maria, CA. He has been with Eagle Strategies since 2016 and has longstanding ties to New York Life and Nylife Securities, where he has worked since 1998. Johnson serves as a board member of the Santa Maria Fairway Pines Home Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional clients, and plan sponsors. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Santa Maria, CA
2650 Industrial Parkway, #200
Santa Maria CA 93455
Advisors at this office
5
California · Texas
28 years of industry experience
Eagle Strategies, LLC
2016 - Present • 10 years
Westlake Village, CA
Central Coast Visionary Insurance & Financial Services Llc.
2010 - Present • 16 years
Santa Maria, CA
Nylife Securities Inc.
1998 - Present • 28 years
Oxnard, CA
New York Life Ins.
1998 - Present • 28 years
Oxnard, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Nipomo, CA
Ambition Financial LLC
Justin Cook is a financial advisor at Ambition Financial LLC in Nipomo, CA. He holds a Series 65 designation and has over 12 years of combined experience, including his corporate finance role at Cisco Systems since 2015. Ambition Financial LLC is an independent firm that provides fee-only wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach emphasizes modern portfolio theory, asset allocation, and passive strategies using mutual funds and ETFs, along with access to third-party managers and model portfolios.
Series 65
Nipomo, CA
Miles Brown Asset Management
Paul Kramer is a financial advisor at Miles Brown Asset Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Kramer Wealth Management, Miles Brown and Associates, and several companies outside of finance, such as OhmConnect Inc and Vision Dental Plan Inc. Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals, families, trusts, and retirement and profit-sharing plans. The firm offers discretionary investment management using individual securities, mutual funds, ETFs, and options, along with a proprietary automated ETF-only platform for smaller accounts.
Series 63, Series 65
Nipomo, CA
Diversified Capital Group
Paul Laughton is a financial advisor with Diversified Capital Group, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Diversified Capital Management LLC since 2007. Outside of his advisory work, Laughton serves as the president of a homeowners association in Park City, Utah. Diversified Capital Group provides discretionary asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs multiple analysis methods and a range of strategies, focusing on individualized portfolios with continuous monitoring and periodic rebalancing.
Series 66
Santa Maria, CA
X Advisors, LLC
Thorne O Connell is a financial advisor with X Advisors, LLC in Santa Maria, CA, holding a Series 66 designation and two years of industry experience. His background includes roles at Pash & Benson International, Independent Financial Group, and Cambridge Investment Research, among others. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach includes tailored portfolios using a combination of active strategies and indexing, offering both discretionary and non-discretionary services.
Series 63, Series 65
Santa Maria, CA
X Advisors, LLC
Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Paxton Consulting Group, Independent Financial Group LLC, and owns a consulting firm focused on online media marketing. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios using a combination of indexing and active strategies, along with wealth-management coordination and participant education.
Series 63
Santa Maria, CA
X Advisors, LLC
Gary Benson is a financial advisor with X Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include senior positions at Pash & Benson International LLC, NPB Financial Group LLC, and Independent Financial Group, LLC. Outside of his advisory work, he serves as an officer and director in an insurance-related business and consults for a tax and investment purposes entity. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, combining indexing and active strategies with both discretionary and non-discretionary advisory services.
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