Phyllis Kirven Johnson

Phyllis began her career with Money & Investment Concepts over 30 years ago, where she was part owner and a Financial Advisor. In 2009, Phyllis created PK Johnson Financial Services, LLC and is a Financial Consultant. She completed her Bachelor of Business Administration Degree / Marketing concentration in 1985 at Texas Southern University.

To provide investment vehicles she holds several securities registrations; Series 63 (to provide Mutual Funds to the public), Series 6 (to solicit mutual funds in any state), Series 26 (supervisory role of Limited Principal, hiring and qualification, training of advisor, supervision, sales practices, business processing and recordkeeping) and Series 65 (grandfathered – to operate as an Investment Advisor Representative by providing investment advice).

She is currently a Registered Representative through Cetera Financial Specialists LLC. In the past 5 years the Broker Dealer used to provide securities, variable and index annuities to clients as a Registered Representative to fund financial plans: FSC Securities from June 2011 to June 2015 and NEXT Financial Group, Inc. from November 2007 to June 2011.

Outside business activity includes owning PK Johnson Real Estate as a Broker. Additionally, in her spare time she enjoys playing golf and spending time with her family.