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 10 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Great Valley Advisor Group, Inc.||Wilmington, DE||Feb 2016 - Current||2|
|Lpl Financial LLC||Wilmington, DE||Feb 2016 - Current||2|
|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