Lisa Johnson
Lisa Johnson is a registered investment advisor at Respire Wealth Management, LLC, based in Clyde, NC, with 17 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Respire Wealth Management offers investment management through a bundled fee program. Details about the fees are in the Wrap Brochure, which was not provided. Therefore, I cannot provide specific investment management fee information.
Location
Clyde, NC
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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
Lisa is a tax planner, CEO, and insurance agent at On The Mark Financial Services, Inc. since 1991. This takes nearly full-time, with 800 hours dedicated to trading.
Employment History
Current Registrations
Respire Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations3 states
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.