Dean Johns
Dean Johns is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, 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
901 Adams Crossing Fl 1, Cincinnati, OH, 45202
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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
Dean is a Senior Financial Advisor at Concentric Wealth Management, providing comprehensive wealth management services. This is a full-time role involving financial planning, investment management, insurance planning, cash flow planning, and estate planning.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
9258 Wealth Management, LLC
John D. Dovich & Associates, LLC
State Registrations2 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.