Laura Johnson, financial advisor Loveland OH

Laura Johnson

CRD Number: 4246753
Current Firm: Strategic Wealth Investment Group, LLC

Laura Johnson (CRD# 4246753) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Loveland, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Investment Group, LLC Loveland, OH Dec 2020 - Current < 1
Raymond James Cincinnati, OH May 2020 - Dec 2020 < 1
U.s. Bancorp Investments, Inc. Cincinnati, OH Jun 2011 - Feb 2020 8
Ubs Financial Services Cincinnati, OH Oct 2006 - Jun 2011 4
Ubs Cincinnati, OH Sep 2006 - May 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Laura A. Johnson
Phone Number: 502-412-3354
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    1,374
    ACCOUNTS
  • Average Account Value
    $97,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CO, FL, IN, KY, OH, TX

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