Lynda Johnson, financial advisor Pacific Grove CA

Lynda Johnson

CRD Number: 5286242
Current Firm: Marathon Financial Advisors

Lynda Johnson (CRD# 5286242) is an Investment Advisor Representative working at Marathon Financial Advisors in Pacific Grove, CA and has 1 year of experience in the finance industry. Lynda 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.

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Professional Designations
Company Name Location Dates Years
Marathon Financial Advisors Pacific Grove, CA Mar 1983 - Current 39

Lynda Johnson has no recent exams reported.
Contact Info for Lynda A. Johnson
Phone Number: 408-828-7942
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,668,686
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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