Michael Johnson
Michael Johnson is a registered investment advisor at LPL Financial LLC, based in Shelburne Falls, MA, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
50 State Street, Shelburne Falls, MA, 01370
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Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Michael operates under FCU Investment Services as a DBA for his LPL business and manages real estate rentals. He also works as a maintenance laborer at Eaglebrook School, performs security/maintenance for Historic Deerfield, Inc., and buys/sells vintage watches/jewelry, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations9 states
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.