EJ
CFP
EJ
CFP

Eric Johnson

29 Years of Experience
Franklin, TN
1 DisclosureBroker

Eric Johnson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4031 Aspen Grove Dr Ste 330, Franklin, TN, 37067

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2023
Other Business Activities

Eric operates under the DBA Campbell Johnson Wealth Advisors for his LPL business. This activity, which is investment-related, takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2020 - December 2023 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
November 2020 - December 2023 · 3 yrs 1 mo
Morgan StanleyBroker
June 2009 - November 2020 · 11 yrs 5 mos
Morgan Stanley
June 2009 - November 2020 · 11 yrs 5 mos
Citigroup Global Markets INC.
April 2004 - June 2009 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
September 1996 - June 2009 · 12 yrs 9 mos
Long Grove Trading CO.Broker
May 1995 - November 1995 · 6 mos
State Registrations5 states
KYNYTNTXWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Johnson - Financial Advisor | TrueAdvisor