Amy Johnson
Amy Johnson is a registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 12 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
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
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
Amy operates Perennial Financial Services as a DBA for her LPL business and provides investment advisory services through Perennial Investment Advisors, LLC, dedicating full-time hours to these activities. Amy also acts as an agent for non-variable insurance through Perennial Financial & Insurance Services and Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions, and spends minimal time acting in a fiduciary capacity for The Estate of Fredrick A. Johnson.
Employment History
Current Registrations
LPL Financial LLCBroker
Perennial Financial Services
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
State Registrations5 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.