George Johnson
George Johnson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Torrance, CA, with 21 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
23670 Hawthorne Boulevard, Suite 207, Torrance, CA, 90505
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2017Other Business Activities
George operates Alessandra Capital Management, LLC as a DBA for his LPL business and provides investment advisory services through Alessandra Capital Management, LLC, dedicating full-time hours to each. He also manages the Johnson Taitano Family Trust, a real estate rental, and acts as co-trustee for Johnson & Taitano.
Employment History
Current Registrations
LPL Financial LLCBroker
Alessandra Capital Management, LLC
Previous Registrations
Cetera Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Round Hill Securities, INC.Broker
State Registrations9 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.