Lynda Johnson is a CFP-designated registered investment advisor at Marathon Financial Advisors, based in Pacific Grove, CA, with 6 years of industry experience. Lynda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 36 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marathon Financial Advisors charges a percentage of the value of your portfolio. The firm may, at its discretion, waive its minimum fee or charge a lesser investment advisory fee based on certain criteria.
Location
170 17th St., Suite E, Pacific Grove, CA, 93950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marathon Financial Advisors
State Registrations1 state
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