Steven Johnson is a CFP-designated registered investment advisor, based in Mandeville, LA, with 23 years of industry experience.
1127 N Causeway Blvd, Mandeville, LA, 70471
Get directionsNo 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.
Learn about disclosures →Steven is a managing member and enrolled agent at Johnson Financial, LLC, providing tax preparation services and operating as a DBA for his investment business, dedicating nearly full-time hours to this since 2007. He also owns a short-term vacation rental property in Santa Rosa Beach, FL, spending minimal time on it since 2020.
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.