LJ
CFP
LJ
CFP

Laura Johnson

26 Years of Experience
Walkersville, MD
1 DisclosureBrokerSells Insurance

Laura Johnson is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Walkersville, MD, with 26 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

Loading...

Location

Walkersville, MD

Get directions

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 2012
Other Business ActivitiesSells Insurance

Laura is the owner of Hummingbird Wealth Management LLC, spending nearly full-time on investment-related activities. She is also an independent insurance agent, dedicating about half her time, and engages in divorce financial counseling, active farm property ownership, and various board/charity roles, along with owning a construction/labor business.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2016 - Present · 10 yrs 4 mos
Cambridge Investment Research Advisors, INC.
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Cetera Advisors LLCBroker
January 2013 - May 2016 · 3 yrs 4 mos
Cetera Advisors LLC
January 2013 - May 2016 · 3 yrs 4 mos
LPL Financial LLCBroker
October 2007 - December 2012 · 5 yrs 2 mos
LPL Financial LLC
October 2007 - December 2012 · 5 yrs 2 mos
Uvest Financial Services Group, INC.
May 2005 - October 2007 · 2 yrs 5 mos
Uvest Financial Services Group, INC.Broker
July 1999 - October 2007 · 8 yrs 3 mos
State Registrations13 states
CODEFLIAILMDNCNVPASCVAWIWV
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.
Laura Johnson - Financial Advisor | TrueAdvisor