Joseph Johnson, financial advisor Trussville AL

Joseph Johnson

CRD Number: 7362846
Current Firm: Lpl Financial LLC

Joseph Johnson (CRD# 7362846) is an Investment Advisor Representative working at Lpl Financial LLC in Trussville, AL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Trussville, AL Mar 2024 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2021 - Mar 2024 2
Cambridge Investment Research, Inc. Fairfield, IA Jun 2021 - Mar 2024 2
Danville Csd Danville, IA May 2016 - Jun 2021 5
Murray State University Murray, KY Jan 2014 - May 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2021
Contact Info for Joseph M. Johnson
Phone Number: 704-733-3300
Registered State(s):
  • AL
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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