Everett Johnson
Everett Johnson is a CFA-designated registered investment advisor at LPL Financial LLC, based in Oakland, CA, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.