Michael Johnson (CRD# 2678141) is an Investment Advisor Representative working at Lpl Financial LLC in Turners Falls, MA and has over 28 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Turners Falls, MA | Apr 2019 - Current | 5 |
| Freedom Credit Union | Turners Falls, MA | Apr 2019 - Current | 5 |
| Hostoric Deerfield, Inc. | Deerfield, MA | Jan 2019 - Current | 5 |
| Eaglebrook School | Deerfield, MA | Jan 2019 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Greenfield, MA | May 2018 - Dec 2018 | < 1 |
| Raymond James Financial Services, Inc. | Greenfiled, MA | Dec 2015 - Dec 2018 | 3 |
| Greenfield Cooperative Bank | Greenfield, MA | Mar 2004 - Dec 2018 | 14 |
| Mml Investors Services | Greenfield, MA | May 2003 - Dec 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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