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David Leland Johanson

JOHANSON FINANCIAL ADVISORS, INC.·CAMPBELL, California
Unclaimed Profile
2105 S. BASCOM AVENUE, CAMPBELL, CA 95008CRD# 1540740Firm CRD# 159244
01

About

David Leland Johanson is a registered financial advisor based in CAMPBELL, California, affiliated with JOHANSON FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOHANSON FINANCIAL ADVISORS, INC.
JOHANSON FINANCIAL ADVISORS, INC.
AUM
$484M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at JOHANSON FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1540740
Firm CRD# 159244
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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