Trevor Johnson
Trevor Johnson is a registered investment advisor at LPL Financial LLC, based in Inver Grove Heights, MN, 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
2906 Upper 55th St, Inver Grove Heights, MN, 55076
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Regulatory History (1)
Regulatory
March 2018Other Business ActivitiesSells Insurance
Trevor operates his LPL business under the name Staples Financial, Inc. since 2012. He also owns TK Holdings, LLC, a real estate rental property, since 2019, and spends minimal time on non-variable insurance through Staples Financial, Inc.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations18 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.