Lori JohnsonCRD Number: 5300647
Current Firm: Valic Financial Advisors, Inc.
Lori Johnson (CRD# 5300647) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 9 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Valic Financial Advisors, Inc.||Overlandpark, KS||Dec 2013 - Current||2|
|Lincoln Financial Advisors||Shawnee, KS||Feb 2007 - Dec 2013||6|
|Assurant Employee Benefits||Kansas City, MO||Sep 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
|S63||Uniform Securities State Law Examination||Mar 2007|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV