AdvisorOS Directory
Claim Profile
Unclaimed Profile
AL

Alexis Cathryn Long

WILLIS JOHNSON & ASSOCIATES, INC.·HOUSTON, Texas
SIE, Series 7, Series 66CFPClean record11 years registeredWILLIS JOHNSON & ASSOCIATES, INC.
5847 SAN FELIPE, HOUSTON, TX 77057CRD# 6383914Firm CRD# 119759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexis Cathryn Long · HOUSTON, TX
Registration
CRD #6383914 · WILLIS JOHNSON & ASSOCIATES, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

WILLIS JOHNSON WEALTH
Mar 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 20, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIS JOHNSON & ASSOCIATES, INC.
CRD 119759 · SEC 801-66191
AUM
$1.2B
Regulatory assets under management
Employees
35
2,103 client accounts
Services offered by WILLIS JOHNSON & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILLIS JOHNSON & ASSOCIATES, INC. →
Introduction

Speak with Alexis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alexis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Alexis Cathryn Long offer?
Alexis Cathryn Long specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Alexis Cathryn Long's credentials?
Alexis Cathryn Long holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alexis Cathryn Long located?
Alexis Cathryn Long is based in HOUSTON, Texas, working with WILLIS JOHNSON & ASSOCIATES, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Alexis Cathryn Long charge for services?
Alexis Cathryn Long's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIS JOHNSON & ASSOCIATES, INC.?
WILLIS JOHNSON & ASSOCIATES, INC. has approximately 35 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WILLIS JOHNSON & ASSOCIATES, INC.

Kevin Francis Mcnulty
HOUSTON, TX
Nicholas Johnson
HOUSTON, TX
CFPCFA
Willis Anthony Johnson
HOUSTON, TX
CFP

More Advisors in HOUSTON, Texas

Julia Justice Cauthorn
CHILTON CAPITAL MANAGEMENT LLC·HOUSTON, TX
Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Sviataslau Mastouski
MOST CAPITAL LLC·HOUSTON, TX
John Kenneth Bruno
GFS ADVISORS LLC·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
CFP
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile