Terrance Johnson
Terrance Johnson is a registered investment advisor at LPL Financial LLC, based in Cottage Grove, WI, with 13 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
1709 Landmark Drive, Cottage Grove, WI, 53527
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Regulatory History (1)
Financial
December 2018Other Business Activities
Terrance operates Summit Financial Advisors as a DBA for his LPL business. He also spends about 10-20% of his time providing home care for his disabled mother.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations6 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.