Lisa Johnson (CRD# 5585721) is an Investment Advisor Representative working at Respire Wealth Management, LLC in Clyde, NC and has over 11 years of experience in the finance industry.
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
CRD# 6042482
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Respire Wealth Management, LLC | Houston, TX | Jan 2018 - Current | 6 |
| On The Mark Financial Services, Inc. | Assorted, CO | Aug 1991 - Current | 32 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2016 - Dec 2017 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2016 - Dec 2017 | 1 |
| Questar Capital Corporation | Minneapolis, MN | Jan 2015 - May 2016 | 1 |
| Questar Asset Management, Inc. | Minneapolis, MN | Jan 2015 - May 2016 | 1 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jul 2014 - Jan 2015 | < 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jun 2014 - Jan 2015 | < 1 |
| Farmers Financial Solutions | Frisco, CO | Sep 2008 - Jun 2014 | 5 |
| Farmers Insurance Group | Frisco, CO | Jun 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- CO
- NC
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$93,789
- 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
- Pension consulting services
- Educational seminars/workshops
CO, NC, TX
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