Adam Johnston
Adam Johnston is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 22 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
1690 Broadway Bld 19 Ste 10, Fort Wayne, IN, 46802
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Adam operates his LPL business through Financial Partners, Inc. He is also a real estate broker with Coldwell Banker, dedicating minimal time to this. Additionally, Adam is a non-variable insurance producer/agent and provides consulting through Hartman Johnston Capital, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Questar Capital CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Natcity Investments, INC.Broker
State Registrations7 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.