Everett Johnson
Everett Johnson is a CFA-designated registered investment advisor at LPL Financial LLC, based in Oakland, CA, with 24 years of industry experience. Everett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
520 Grand Ave, Oakland, CA, 94610-3515
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2014Customer Dispute
June 2009Customer Dispute
June 2009Other Business Activities
Everett is a partner at EJF, LTD, a business entity for tax/investment purposes. He handles executive decisions for this family partnership, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wildwood Asset Management LLC
Liberty Group, LLC
Liberty Group, LLC
Liberty Group, LLCBroker
State Registrations11 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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