DJ
ChFC
DJ
ChFC

Dustin Johnson

21 Years of Experience
Land O Lakes, FL
BrokerSells Insurance

Dustin Johnson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Land O Lakes, FL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

16703 Early Riser Ave Ste 247, Land O Lakes, FL, 34638

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

Dustin is involved with The Davino Agency, Inc for tax/investment purposes since May 2021. He also sells non-variable insurance products, dedicating a few hours per week, and is involved with JC Holdings LLC for rental properties, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & ReedBroker
April 2009 - July 2021 · 12 yrs 3 mos
Waddell & Reed
April 2009 - July 2021 · 12 yrs 3 mos
Ameriprise Financial Services, INC.
February 2005 - April 2009 · 4 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2005 - April 2009 · 4 yrs 3 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations29 states
ALAZCACOFLGAINKSLAMAMDMNMOMSNCNHNJNYOHORPASCSDTNTXVAVTWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.