Trevor Johnson is a registered investment advisor at LPL Financial LLC, based in Newtown Square, PA, 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
3831 West Chester Pike Ste 202, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor owns several businesses, including a real estate rental (3401 Pacific, LLC), Steeplechase Capital Partners (DBA for LPL business taking nearly full-time), Kinzbrookestable LLC (owner of horses), and Cove Craft Cocktails and Cuisine LLC. He also has a business that is not yet established, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations23 states
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