Lee JohnsonCRD Number: 5345949
Current Firm: Great Valley Advisor Group, Inc.
Lee Johnson (CRD# 5345949) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Cypress Financial Planning
Newbridge Wealth Management
Dedicated Investment Advisers LLC
|Great Valley Advisor Group, Inc.||Wilmington, DE||Feb 2016 - Current||< 1|
|Lpl Financial LLC||Wilmington, DE||Feb 2016 - Current||< 1|
|Wells Fargo Advisors LLC||Berwyn, PA||May 2009 - Feb 2016||6|
|Wachovia Securities||Berwyn, PA||Apr 2007 - May 2009||2|
|Trueposition||Berwyn, PA||Apr 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI
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