Peter Johnson (CRD# 1435611) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 36 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pwjohnson Wealth And Legacy, LLC | Los Altos, CA | May 2020 - Current | 3 |
| Oneascent Financial Services LLC | Birmingham, AL | Dec 2018 - Jun 2020 | 1 |
| Pw Johnson Wealth Management | Sunnyvale, CA | May 1990 - Dec 2018 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
- CA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$266,240
- 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
CA
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