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Deborah Lynn Johnson

Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Osaic Wealth, Inc.Aug 2024 to now
  2. Osaic Advisory Services, LLCFeb 2020 to now
  3. Triad Hybrid SolutionsFeb 2020 to now
  4. Frierson Capital ManagementNov 2015 to now
  5. Triad AdvisorsFeb 2020 to Aug 2024
  6. Voya Financial Advisors, Inc.Dec 2015 to Feb 2020

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (SC).

Osaic Advisory Services, LLC

$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4668403
Firm CRD
171070
Advisor's SEC record (opens in a new tab)
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