Cody
Johnson

Lincoln Investment

CRD#6219048
Investment Advisor
in Orlando, FL
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About this Advisor

Cody Johnson is an investment advisor in Orlando, Florida. Currently an investment advisor with Lincoln Investment, they have accrued 13 years of professional experience. Johnson holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Johnson is registered to work with investors based out of Florida. Their career trajectory has included roles at Universal Systems, Radford University, Red Lobster, Virginia Western Community College, Buckle Inc, Salem High School, Sagepoint Financial, The Gabor Agency and Lincoln Investment. Lincoln Investment is located in Orlando, Florida, and has 427 other offices throughout the nation. Overall, Lincoln Investment oversees $8 billion in assets throughout 113,080 client accounts and retains more than 1,231 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Investment can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3452 Lake Lynda Drive Suite 361
Orlando, FL 32817

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

FL Average: $15,833,994,310
Total Number of Employees

1,279

FL Average: 41
Total Number of Accounts

139,067

FL Average: 3,342
Average Account Size

$64,993

FL Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Cody Johnson Work History

Cody has 13 years of experience.

2016 - Present (3 years)

The Gabor Agency

2016 - Present (3 years)

Lincoln Investment

2013 - 2016 (3 years)

Sagepoint Financial

2012 - 2013 (1 years)

Radford University

2011 - 2011 (0 years)

Universal Systems

2011 - 2013 (2 years)

Radford University

2011 - 2012 (1 years)

Red Lobster

2009 - 2011 (2 years)

Virginia Western Community College

2008 - 2011 (3 years)

Buckle Inc

2005 - 2009 (4 years)

Salem High School

Disclosures

Cody Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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