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James Richard Johnson

LIGHTHOUSE FINANCIAL PLANNING, LLC·FOLSOM, California
Unclaimed Profile
101 PARK SHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 712954Firm CRD# 114093
01

About

James Richard Johnson is a registered financial advisor based in FOLSOM, California, affiliated with LIGHTHOUSE FINANCIAL PLANNING, LLC. 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
LIGHTHOUSE FINANCIAL PLANNING, LLC
LIGHTHOUSE FINANCIAL PLANNING
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 712954
Firm CRD# 114093
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Richard Johnson offer?
James Richard Johnson specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.
What are James Richard Johnson's credentials?
James Richard Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Johnson located?
James Richard Johnson is based in FOLSOM, California, working with LIGHTHOUSE FINANCIAL PLANNING, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.
How does James Richard Johnson charge for services?
James Richard Johnson'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 LIGHTHOUSE FINANCIAL PLANNING, LLC?
LIGHTHOUSE FINANCIAL PLANNING, LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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