Philip Johnson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMar 2023 to now
- Highroad LogisticsSep 2022 to Jan 2023
- Wells Fargo BankFeb 2021 to Aug 2022
- Wells Fargo Clearing ServicesFeb 2021 to Aug 2022
- UnemployedSep 2020 to Feb 2021
- Millstone Wealth ManagementFeb 2020 to Sep 2020
- Thrivent FinancialMay 2019 to Feb 2020
- UnemployedAug 2018 to May 2019
- Northwestern MutualJan 2018 to Aug 2018
- UnemployedAug 2017 to Jan 2018
- Somerset Country ClubJun 2017 to Aug 2017
- UnemployedAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6903930
- Firm CRD
- 6413