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Credentials
Series 65
Experience Industry experience
2 years
Location
Remote
BG Investment Services, LLC
Team
Total advisors
5Clients per advisor
131 Very HighAvg AUM per client
$552,400 LowHNW client ratio
9% Very LowJustin Johnson is a financial advisor at BG Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ASC Trust, LLC and Goody's Sporting Goods. BG Investment Services provides portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, corporations, and government or charitable entities. The firm employs a variety of analytical methods and strategies tailored to client objectives and is affiliated with ASC Trust, LLC, offering additional banking and trust services.
Based on BG Investment Services, LLC
Minimum fee: $60 annual fee for Asset Manager accounts below minimum balance requirements
California
2 years of industry experience
ASC Trust, LLC
2022 - Present • 4 years
Hagatna
ASC Trust, LLC
2020 - 2022 • 2 years
Hagatna
ASC Trust, LLC
2020 - 2020 • 1 year
Hagatna
Goody's Sporting Goods
2014 - 2020 • 6 years
Tamuning
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
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.
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