Patrick Johnson
Patrick Johnson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Knoxville, TN, with 21 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4315 Kingston Pike Ste 302, Knoxville, TN, 37919
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Patrick is compensated from investment-related sales of insurance, annuities, and advisory services through the firm and its affiliated entities. These entities include FTB Advisors Insurance Services, Inc., and First Horizon Insurance Services.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Horizon Advisors, INC
Ftb Advisors, INC.
First Horizon Advisors, INC.Broker
Ftb Advisors, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations20 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.
Exams
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