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Lee Carol Robinson Johnson

CWA ASSET MANAGEMENT GROUP, LLC·NAPLES, Florida
Clean recordCWA ASSET MANAGEMENT GROUP, LLC
9130 GALLERIA COURT, NAPLES, FL 34109CRD# 7343988Firm CRD# 158940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Carol Robinson Johnson · NAPLES, FL
Registration
CRD #7343988 · CWA ASSET MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lee Carol Robinson Johnson is a registered financial advisor based in NAPLES, Florida, affiliated with CWA ASSET MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CWA ASSET MANAGEMENT GROUP, LLC
CWA ASSET MANAGEMENT GROUP
AUM
$2.5B
Regulatory assets under management
Employees
51
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7343988
Firm CRD# 158940
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Carol Robinson Johnson offer?
Lee Carol Robinson Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Lee Carol Robinson Johnson's credentials?
Lee Carol Robinson Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Carol Robinson Johnson located?
Lee Carol Robinson Johnson is based in NAPLES, Florida, working with CWA ASSET MANAGEMENT GROUP, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Lee Carol Robinson Johnson charge for services?
Lee Carol Robinson Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWA ASSET MANAGEMENT GROUP, LLC?
CWA ASSET MANAGEMENT GROUP, LLC has approximately 51 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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