AJ
AJ

Andrea Bond Johnson

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

39 South Jackson Ave., Brownsville, TN, 38012

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrea is the owner and an independent insurance agent at Golden Circle Insurance Agency, managing operations, sales, and service of various insurance products full-time. She also works as a funeral director at Rawls Funeral Home, dedicating a few hours per week to assisting with funeral services.

Employment History
Current Registrations
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 3 mos
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 3 mos
Lifemark Securities CORP.Broker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Foresters Equity Services, INC.Broker
August 2015 - November 2018 · 3 yrs 3 mos
Foresters Equity Services, INC.
July 2015 - November 2018 · 3 yrs 4 mos
Signator Financial Services, INC.
August 2007 - May 2014 · 6 yrs 9 mos
Signator Financial Services, INC.Broker
August 2007 - May 2014 · 6 yrs 9 mos
AXA Advisors, LLC
October 2006 - May 2007 · 7 mos
AXA Advisors, LLCBroker
June 2006 - May 2007 · 11 mos
State Registrations2 states
CATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrea Bond Johnson - Financial Advisor | TrueAdvisor