Unclaimed Profile

Roger Lane Johnson

WESTERN PACIFIC WEALTH MANAGEMENT, LP·LAKE FOREST, Illinois

Clean recordWESTERN PACIFIC WEALTH MANAGEMENT, LP

263 MARKET SQUARE, LAKE FOREST, IL 60045CRD# 260212Firm CRD# 152714

Profile Verification

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

Identity

Roger Lane Johnson · LAKE FOREST, IL

Registration

CRD #260212 · WESTERN PACIFIC WEALTH MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roger Lane Johnson is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with WESTERN PACIFIC WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

WESTERN PACIFIC WEALTH MANAGEMENT, LP

AUM

$190M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTERN PACIFIC WEALTH MANAGEMENT, LP →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 260212

Firm CRD# 152714

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Frequently Asked Questions

What services does Roger Lane Johnson offer?

Roger Lane Johnson specializes in Investment Management, Fee-Only Advisory. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Roger Lane Johnson's credentials?

Roger Lane Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Lane Johnson located?

Roger Lane Johnson is based in LAKE FOREST, Illinois, working with WESTERN PACIFIC WEALTH MANAGEMENT, LP. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Roger Lane Johnson charge for services?

Roger Lane 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 WESTERN PACIFIC WEALTH MANAGEMENT, LP?

WESTERN PACIFIC WEALTH MANAGEMENT, LP has approximately 3 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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