Luz Meraz-Johnson
Luz Meraz-Johnson is a registered investment advisor at LPL Financial LLC, based in Granite Bay, CA, with 18 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
5930 Granite Lake Dr Ste 170, Granite Bay, CA, 95746
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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 ActivitiesSells Insurance
Luz is involved in several outside business activities, including selling non-variable insurance products for Athene Annuity, Sentinel Security Life, and Fidelity & Guaranty Life, dedicating minimal time to each. She also works with Doterra as a wellness advocate, owns rental real estate, is a trainer/founder for Aging Well, and runs Sapphire Oaks Wealth Advisors, LLC, spending about a quarter of her time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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