Lawrence JohnsonCRD Number: 5318043
Current Firm: Schwab Private Client Investment Advisory, Inc.
Lawrence Johnson (CRD# 5318043) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 9 years of experience in the finance industry. Lawrence 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Lauris Johnson Dmd Pllc||Windermere, FL||Dec 2014 - Current||2|
|L&lj Holdings LLC||Windermere, FL||Jul 2014 - Current||3|
|Charles Schwab & Company, Inc.||Orlando, FL||Mar 2014 - Current||3|
|Schwab Private Client Investment Advisor||Orlando, FL||Mar 2014 - Current||3|
|Usaa Financial Planning Services||Tampa, FL||Mar 2008 - Mar 2014||6|
|Usaa Financial Advisors, Inc.||Tampa, FL||Mar 2008 - Mar 2014||6|
|Optimum Office Solutions||Lawrenceville, GA||Jan 2008 - Mar 2014||6|
|Unemployed||Atlanta, GA||Nov 2007 - Mar 2008||< 1|
|Morgan Stanley & Company||Atlanta, GA||Apr 2007 - Nov 2007||< 1|
|Wells Fargo Financial||East Point, GA||Jul 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV