Geoff JohnsonCRD Number: 5062601
Current Firm: Lpl Financial LLC
Geoff Johnson (CRD# 5062601) is an Investment Advisor Representative working at Lpl Financial LLC in Duncan, OK and has over 15 years of experience in the finance industry.
Arbor Point Advisors
|Lpl Financial LLC||Oklahoma City, OK||Oct 2019 - Current||2|
|Bancfirst||Duncan, OK||Aug 2014 - Current||7|
|T. S. Phillips Investments, Inc.||Oklahoma City, OK||Nov 2014 - Oct 2019||4|
|Arvest Asset Management||Duncan, OK||Jan 2008 - Aug 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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