James Johnson is a registered investment advisor at LPL Financial LLC, based in Highland Village, TX, with 20 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
2900 Village Pkwy Ste 350, Highland Village, TX, 75077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works for Newton Wealth, LLC providing administrative services, dedicating about half of his time. He is also a notary public, spending minimal time on this. Additionally, James operates under the DBA Strongbridge Wealth Advisors for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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