Matthew
Johnson

Lpl Financial LLC

CRD#6388072
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Matthew Johnson is a certified financial planner who works in Baton Rouge, Louisiana, with 10 years of financial industry experience. Johnson is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Capital One Investment Services, LLC, Capital One Bank, N.A, Capital One Sharebuilder, Inc and Lpl Financial LLC. Johnson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana. Lpl Financial LLC is a registered investment company based out of Baton Rouge, Louisiana. The investment advisory business has offices in 9,898 locations and a total of 28,744 financial advisors. It has $404 billion in assets between its 1,517,995 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules vary depending on which services are offered. However, fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6700 Jefferson Hwy # 4B
Baton Rouge, LA 70806

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

LA Average: $646,059,043
Total Number of Employees

28,744

LA Average: 13
Total Number of Accounts

1,517,995

LA Average: 661
Average Account Size

$266,257

LA Average: $977,396

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Johnson Work History

Matthew has 10 years of experience.

2018 - Present (4 years)

Lpl Financial LLC

2015 - 2018 (3 years)

Capital One Sharebuilder, Inc

2014 - 2018 (4 years)

Capital One Investment Services, LLC

2014 - 2014 (< 1 year)

Capital One Bank, N.A

2012 - 2014 (2 years)

Capital One Bank, N.A

Disclosures

Matthew Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ruthanna Goodman
Louisville, KY
Anthony Velarde
Oxnard, CA
Hassan Davis
San Diego, CA
Edmund Speck
Minneapolis, MN
Lauren Mcdonald
Lewisburg, PA
Gregory Thoke
Fort Collins, CO
Fabrice Lapeyre
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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