Unclaimed Profile

David Leland Johanson

JOHANSON FINANCIAL ADVISORS, INC.·CAMPBELL, California

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record23 years registeredJOHANSON FINANCIAL ADVISORS, INC.

2105 S. BASCOM AVENUE, CAMPBELL, CA 95008CRD# 1540740Firm CRD# 159244

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Leland Johanson · CAMPBELL, CA

Registration

CRD #1540740 · JOHANSON FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Feb 2022 – present

JOHANSON FINANCIAL ADVISORS, INC.

Oct 2011 – Feb 2022

SAN MARTIN, CA

WEALTH DESIGN, LLC

Nov 2006 – Jun 2013

CAMPBELL, CA

LPL FINANCIAL CORPORATION

Jun 2003 – Jan 2010

CAMPBELL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 17, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOHANSON FINANCIAL ADVISORS, INC.

CRD 159244 · SEC 801-79190

AUM

$484M

Regulatory assets under management

Employees

834 client accounts

Services offered by JOHANSON FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOHANSON FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does David Leland Johanson offer?

David Leland Johanson specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.

What are David Leland Johanson's credentials?

David Leland Johanson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Leland Johanson located?

David Leland Johanson is based in CAMPBELL, California, working with JOHANSON FINANCIAL ADVISORS, INC.. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

How does David Leland Johanson charge for services?

David Leland Johanson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHANSON FINANCIAL ADVISORS, INC.?

JOHANSON FINANCIAL ADVISORS, INC. has approximately 5 employees and manages $484M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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