Keith Johnson
Keith Johnson is a registered investment advisor at Independent Financial Group, LLC, based in Southlake, TX, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
165 S. Kimball Ave, Ste. 110, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
Criminal
January 1999Other Business ActivitiesSells Insurance
Keith is an insurance agent since 2018, dedicating minimal time to this activity. He also works as a registered representative under the DBAs Toroso Financial Group (nearly full-time) and Waypoint Financial Advisors, LLC (about a quarter of his time).
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.