Colin Johnson (CRD# 6679224) is an Investment Advisor Representative working at Lpl Financial LLC in Strasburg, VA and has over 7 years of experience in the finance industry.
CRD# 3112372
Interactive Financial Advisors
CRD# 1829040
Planmember Securities Corporation
CRD# 1866725
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Strasburg, VA | Apr 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Winchester, VA | Jul 2019 - Mar 2020 | < 1 |
| Mcadam LLC | Tysons Corner, VA | Jun 2016 - Apr 2019 | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2016 - Nov 2017 | 1 |
| Unemployed | Berryville, VA | Aug 2015 - Jun 2016 | < 1 |
| James Madison University | Harrisonburg, VA | Aug 2012 - May 2016 | 3 |
| Navy Federal Credit Union | Vienna, VA | Jun 2015 - Aug 2015 | < 1 |
| Blue Ridge Hospice Thrift | Harrisonburg, VA | Nov 2014 - May 2015 | < 1 |
| Unemployed | Berryville, VA | Sep 2014 - Nov 2014 | < 1 |
| Millwood Country Club | Millwood, VA | Jun 2014 - Sep 2014 | < 1 |
| Unemployed | Berryville, VA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- VA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.