Derek Johnson (CRD# 6514264) is an Investment Advisor Representative working at Lpl Financial LLC in Arroyo Grande, CA and has over 5 years of experience in the finance industry. Derek Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Arroyo Grande, CA | Feb 2018 - Current | 6 |
| San Francisco Forty-niners | Santa Clara, CA | Aug 2015 - Aug 2018 | 3 |
| Wilmer Cutler Pickering Door And Hale | Palo Alto, CA | Oct 2016 - Feb 2018 | 1 |
| Unemployed | Arroyo Grande, CA | May 2016 - Sep 2016 | < 1 |
| Village Host | Belmont, CA | Aug 2015 - May 2016 | < 1 |
| Waddel & Reed Inc. | San Mateo, CA | Jul 2015 - May 2016 | < 1 |
| Unemployed | Arroyo Grande, CA | Jun 2015 - Jul 2015 | < 1 |
| University Of Oregon Intramural Dept. | Eugene, OR | Sep 2014 - Jun 2015 | < 1 |
| University Of Oregon | Eugene, CA | Sep 2011 - Jun 2015 | 3 |
| Big Wakoo | Arroyo Grande, CA | Jun 2014 - Sep 2014 | < 1 |
| University Of Oregon Intramural Department | Eugene, OR | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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