DJ
DJ

David Johnson

27 Years of Experience
North Canton, OH
Broker

David Johnson is a registered investment advisor at LPL Financial LLC, based in North Canton, OH, with 27 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

6657 Frank Ave NW Ste 310, North Canton, OH, 44720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David operates his LPL business under the DBAs Ohio Investment Partners and Christian Financial Designs. He is also a Notary for the State of Ohio since 2001.

Employment History
Current Registrations
LPL Financial LLC
September 2020 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2001 - September 2020 · 19 yrs 8 mos
Cetera Advisor Networks LLCBroker
November 2000 - September 2020 · 19 yrs 10 mos
H.D. Vest Investment Securities, INC.Broker
August 1998 - November 2000 · 2 yrs 3 mos
State Registrations14 states
CAGAKYMIMOMSNCNMOHPATNTXVAWV
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.
David Johnson - Financial Advisor | TrueAdvisor