Philip Johnson
Philip Johnson is a registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 17 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2004Other Business Activities
Philip is the treasurer for Boy Scout Troop 786 and 7862, and a treasurer committee member for Lake Travis High School Band, handling bookkeeping and financial audits. These activities each take minimal time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Investment Services, LLCBroker
Ing Financial Advisers, LLCBroker
State Registrations53 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.
Exams
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