Andrew JohnsonCRD Number: 5405430
Current Firm: Lee Financial Corp
Andrew Johnson (CRD# 5405430) is an Investment Advisor Representative working at Lee Financial Corp in Dallas, TX and has over 10 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Lee Financial Corporation||Dallas, TX||Jul 2011 - Current||6|
|Southwest Securities, Inc.||Dallas, TX||Jul 2008 - Mar 2011||2|
|J.p. Morganchase N.a.||Austin, WV||Aug 2007 - Jun 2008||< 1|
|Chase Investment Services Corp||Austin, TX||Aug 2007 - Jun 2008||< 1|
|Roger Johnson Inc.||Martinsburg, WV||May 2007 - Aug 2007||< 1|
|Shepherd University||Shepherdstown, WV||Aug 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management1,020MILLIONS
Total Number of Accounts1,573ACCOUNTS
Average Account Value$648,226
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, LA, NE, NY, TX
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