Elizabeth
Johnson
Flagship Private Wealth
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About this Advisor
Elizabeth Johnson is a certified financial planner working in Woburn, Massachusetts who has 8 years of industry experience. Johnson is an employee of Flagship Private Wealth. Throughout their career, they have worked at Flagship Private Wealth, LLC and Lpl Financial, LLC. Johnson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts and Texas. Flagship Private Wealth is a registered investment business that has its headquarters in Woburn, MA. It oversees $252 million in assets under management between its 910 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 910 customer accounts, 62% belong to high-net-worth clients who have at least $1 million in assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on which services are offered. However, fee types billed by Flagship Private Wealth most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flagship Private Wealth Brokerage Details
$252,287,507
4
910
$277,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Elizabeth Johnson Work History
Elizabeth has been registered as a financial advisor for 8 years.*
Flagship Private Wealth, LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth 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 Flagship Private Wealth
Woburn, MA
Woburn, MA
Woburn, MA
Woburn, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
