Lisa Johnson, financial advisor Kemah TX
93 score

Lisa Johnson

CRD Number: 5585721
Current Firm: Respire Wealth Management, LLC

Lisa Johnson (CRD# 5585721) is an Investment Advisor Representative working at Respire Wealth Management, LLC in Kemah, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Respire Wealth Management, LLC Houston, TX Jan 2018 - Current < 1
On The Mark Financial Services, Inc. Assorted, CO Aug 1991 - Current 26
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
Contact Info for Lisa A. Johnson
Phone Number: 832-915-0575
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $159,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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