James
Johnson

Lpl Financial LLC

CRD#4961651
Investment Advisor
in Lewisville, TX

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About this Advisor

James Johnson is a financial advisor based in Lewisville, Texas, working with Lpl Financial LLC. James has previously held a position at Lpl Financial LLC. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, James is part of Lpl Financial LLC, which operates out of Lewisville, Texas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

Office Location

2900 Village Pkwy Ste 350
Lewisville, TX 75077

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

TX Average: 13
Total Number of Accounts

1,910,545

TX Average: 661
Average Account Size

$242,588

TX Average: $977,396

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

James Johnson Work History

2009 - Present (15 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ricardo Rodriguez
Whittier, CA
Jon Anderson
Spokane, WA
Corey Hausen
Sycamore, IL
Christopher Finney
Jefferson, NC
Paul Valente
Middlebury, VT
Kris Stockhammer
Ormond Beach, FL
Ty Hodges
San Antonio, TX

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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