Elizabeth Johnson has been Managing Member / Chief Compliance Officer of Flagship Private Wealth since June 2012, is a control person of the firm and directly owns between 25% and 50% of it. Elizabeth Johnson holds a BA in French from Holy Cross and an MBA in Finance from the University of Massachusetts.
Flagship Private Wealth, LLC is a Woburn, MA firm with $447M under management, 601 clients and 4 advisers in one office, as of its August 2026 filing.
Betsy Johnson is Founding Partner of Flagship Private Wealth, based in Woburn, MA. She is a founding partner and co-manager of the firm. She has been providing advice to individuals, families and small businesses since 1995, with a focus on investment management, comprehensive financial planning, retirement strategies and intergenerational wealth transfer.
Elizabeth Johnson’s longest registration is the current one, 11 years at Flagship Private Wealth since 2015. Before joining Flagship Private Wealth in 2015, Elizabeth Johnson was registered through LPL Financial LLC and Ameriprise Financial Services, Inc.
- Flagship Private WealthCurrent– present · 11 yearsWoburn, MA · Adviser representative · Firm CRD 175277
- LPL Financial LLC– · 5 yearsAndover, MA · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 3 yearsCharlestown, MA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Flagship Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elizabeth Johnson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2015; the most recent is Texas, in January 2016.
- MassachusettsSince 21 April 2015
- TexasResidentSince 13 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 September 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 1996 |
| Series 7 | General Securities Representative Examination | 28 November 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Elizabeth Auger Johnson
- CRD
- 2660647
- Firm
- Flagship Private Wealth · CRD 175277
- Role
- Managing Member / Chief Compliance Officer
- Office
- 400 TRADE CENTER - SUITE 4990, Woburn, MA 01801
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- flagshipprivatewealth.com
Where does Elizabeth Johnson work?
Elizabeth Johnson has been Managing Member / Chief Compliance Officer of Flagship Private Wealth, LLC since June 2012, and is a control person of the firm.
Is Elizabeth Johnson a financial advisor?
Yes. Elizabeth Johnson has a current investment-adviser registration in Massachusetts and Texas, through Flagship Private Wealth since April 2015.
How many years of experience does Elizabeth Johnson have?
Elizabeth Johnson has 30 years in the financial industry, since November 1995, across 3 adviser firms.
What exams has Elizabeth Johnson passed?
Elizabeth Johnson has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in November 1995. FINRA credited Elizabeth Johnson with the SIE, which began in October 2018.
Where did Elizabeth Johnson work before Flagship Private Wealth?
Before Flagship Private Wealth, Elizabeth Johnson was registered through Ameriprise Financial Services, Inc., October 2006 to September 2010.
Where is Elizabeth Johnson based?
Elizabeth Johnson’s registered office is in Woburn, MA.
Is Elizabeth Johnson registered with FINRA?
Yes. Elizabeth Johnson has a current broker registration, under CRD 2660647.
Source: FINRA BrokerCheck
Is Elizabeth Johnson a CFP?
Flagship Private Wealth lists Elizabeth Johnson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Betsy Johnson, CFP®, MBA biography, flagshipprivatewealth.com
How can I verify Elizabeth Johnson’s record?
Search CRD 2660647 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Elizabeth Johnson’s full registration record.