Susan Johnson is a registered investment advisor at LPL Financial LLC, based in Sheridan, WY, 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
45 N Main St, Sheridan, WY, 82801
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Susan co-owns Pneuma Camp at Story, a glamping site, and spends a few hours per week managing the property. She also owns and operates Susan Story Garber-Johnson Original Art as a sole proprietor, dedicating minimal time each week to selling her original art.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations38 states
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