Erik Johnson
Erik Johnson is a registered investment advisor at Lifemark Securities CORP., based in La Mirada, CA, with 8 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
14241 E Firestone Blvd., Suite 100, La Mirada, CA, 90638
Get directionsHistory
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
Erik is an operations manager at Financial Alliance & Insurance Solutions, dedicating a few hours per week. He is also an independent insurance agent selling life insurance products, and works as a registered representative at Lifemark Securities Corp and an investment adviser representative at Virtue Capital Management, LLC; each of these roles take about a quarter of his time.
Employment History
Current Registrations
Lifemark Securities CORP.Broker
Virtue Capital Management, LLC
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
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.