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Deatrice Johnson

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
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Location

200 Spring Street, Suite 120, Herndon, VA, 20170

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Deatrice works for Long & Foster Real Estate, dedicating a few hours per week. She also provides administrative services through Northwest Financial Advisors, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity. Northwest Financial Advisors, LLC is also a DBA for her LPL business.

Employment History
Current Registrations
Northwest Financial Advisors LLC
October 2020 - Present · 5 yrs 4 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Nylife Securities LLCBroker
November 2013 - January 2015 · 1 yr 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2011 - October 2012 · 1 yr 2 mos
Icma-Rc Services, LLCBroker
November 2008 - December 2010 · 2 yrs 1 mo
Ing Investment Advisors, LLCBroker
March 2002 - October 2008 · 6 yrs 7 mos
State Registrations23 states
AZCACODCDEFLINKYMDMNMONCNJNVOKPASCSDTNTXUTVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.