AdvisorOS Directory
Claim Profile
Unclaimed Profile
LJ

Lynda Ann Johnson

JOHNSON LYNDA ANN·PACIFIC GROVE, California
Clean record6 years registeredJOHNSON LYNDA ANN
153 17TH ST., PACIFIC GROVE, CA 93950CRD# 5286242Firm CRD# 104835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynda Ann Johnson · PACIFIC GROVE, CA
Registration
CRD #5286242 · JOHNSON LYNDA ANN · 6 years registered
Brand Profile
Not yet started
01

Career History

MARATHON FINANCIAL ADVISORS
Aug 2019 – present
02

Registrations & Exams

Registration record
First registered · August 26, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOHNSON LYNDA ANN
CRD 104835 · SEC 801-34772
AUM
$55M
Regulatory assets under management
Employees
1
120 client accounts
Services offered by JOHNSON LYNDA ANN
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JOHNSON LYNDA ANN →
Introduction

Speak with Lynda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lynda is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PACIFIC GROVE?

Browse all registered financial advisors in PACIFIC GROVE, California or claim this profile if it's yours.

Browse PACIFIC GROVE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lynda Ann Johnson offer?
Lynda Ann Johnson specializes in Investment Management, Fee-Only Advisory. Contact their office in PACIFIC GROVE, California for a consultation.
What are Lynda Ann Johnson's credentials?
Lynda Ann Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynda Ann Johnson located?
Lynda Ann Johnson is based in PACIFIC GROVE, California, working with JOHNSON LYNDA ANN. Their office serves clients in the PACIFIC GROVE metropolitan area and surrounding communities.
How does Lynda Ann Johnson charge for services?
Lynda Ann Johnson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSON LYNDA ANN?
JOHNSON LYNDA ANN has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile