Erik
Johnson

Virtue Capital Management, LLC

CRD#6777825
Investment Advisor
in Long Beach, CA

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About this Advisor

Erik Johnson is a financial advisor based in Long Beach, California, working with Virtue Capital Management, LLC. Erik has previously held positions at Pfs Investments Inc, Primerica Financial Services, Americas Tire Co, El Clasificado, The Financial Architechs, Virtue Capital Management, LLC, Lifemark Securities Corp, Golden Empire Mortgage, and as an Independent Insurance Agent. Erik has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Erik is part of Virtue Capital Management, LLC, which operates out of Long Beach, California. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5000 E. Springs St Suite 385
Long Beach, CA 90815

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

CA Average: $730,596,643
Total Number of Employees

110

CA Average: 15
Total Number of Accounts

6,111

CA Average: 968
Average Account Size

$128,861

CA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Erik Johnson Work History

2021 - Present (3 years)

Virtue Capital Management, LLC

2021 - Present (3 years)

Lifemark Securities Corp

2021 - Present (3 years)

Golden Empire Mortgage

2021 - Present (3 years)

Independent Insurance Agent

2020 - Present (4 years)

The Financial Architechs

2019 - 2020 (1 year)

El Clasificado

2017 - 2021 (4 years)

Pfs Investments Inc

2004 - 2021 (17 years)

Primerica Financial Services

2003 - 2018 (15 years)

Americas Tire Co

Disclosures

Please visit the SEC profile of Erik Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

Brooke Huckert
Brenham, TX
John Keeley
Roanoke, VA
Justin Barwick
Saint Louis, MO
Danny Miller
Pompano Beach, FL
Aristotle Mcdonald
Brentwood, TN
Brandon Dillard
Brentwood, TN
Michael Wurster
Brentwood, TN
Ian Maxwell
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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