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Rolandus Johnson

Advisor at Primerica Advisors

Updated today

Location

Woodway, TX

Credentials

Series 66

Industry experience

9 years

About

Rolandus Johnson is a financial advisor at Primerica Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He is also involved in insurance brokering, representing multiple companies in that capacity. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

Woodway, TX

Most active in

Texas

Work history

Guardian life Insurance Company

2025 - Present (1 year)

Guardian life Insurance Company

2025 - Present (1 year)

Park Avenue securities

2025 - Present (1 year)

Park Avenue securities

2025 - Present (1 year)

Stirlingshire IRA LLC

2023 - 2024 (1 year)

Stirlingshire BD LLC

2023 - 2024 (1 year)

Eagle Strategies (NY Life)

2019 - 2023 (4 years)

New York Life Insurance Co.

2018 - 2023 (5 years)

NYLIFE Securities LLC

2018 - 2023 (5 years)

Unemployed

2017 - 2018 (1 year)

Customer Contact channels

2017 - 2017 (1 year)

Unemployed

2016 - 2017 (1 year)

BBVA Wealth Solutions Inc.

2016 - 2016 (1 year)

BBVA Securities Inc.

2015 - 2016 (1 year)

Compass Bank

2015 - 2016 (1 year)

BBVA Compass Insurance Agency, Inc

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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