GJ
GJ

George Johnson

18 Years of Experience
Augusta, GA
Broker

George Johnson is a registered investment advisor at LPL Financial LLC, based in Augusta, GA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3515 Wheeler Rd Bldg B, Augusta, GA, 30909

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

George operates under the DBA South State Investment Services for his LPL business since 2017. This activity is investment-related and takes nearly full-time hours, with 40 hours during securities trading.

Employment History
Current Registrations
LPL Financial LLC
July 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
December 2013 - June 2016 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2007 - June 2016 · 8 yrs 10 mos
State Registrations2 states
GASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
George Johnson - Financial Advisor | TrueAdvisor