TJ
ChFC
TJ
ChFC

Tommy Johnson

23 Years of Experience
Virginia Beach, VA
BrokerSells Insurance

Tommy Johnson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 23 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

One Columbus Center Ste 676, Virginia Beach, VA, 23462

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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 ActivitiesSells Insurance

Tommy operates his LPL business through US Leaders Financial Group and is employed by Prime Mortgage Resources. He also deals with non-variable insurance, works for US Leaders Protective Services, and owns rental properties, dedicating about 10-20% of his time to these outside activities.

Employment History
Current Registrations
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2021 - December 2021 · 6 mos
Cetera Advisor Networks LLC
June 2021 - December 2021 · 6 mos
Voya Financial Advisors, INC.
September 2005 - June 2021 · 15 yrs 9 mos
Voya Financial Advisors, INC.Broker
June 2005 - June 2021 · 16 yrs
Morgan Stanley
April 2002 - April 2005 · 3 yrs
Morgan Stanley Dw INC.Broker
February 2002 - April 2005 · 3 yrs 2 mos
State Registrations11 states
CAFLGAILMDMINCNJPASCVA
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.