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Emily Anna Johnson

Lazari Capital Management, Inc.

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About Emily Anna Johnson

Emily Johnson is a financial advisor with Lazari Capital Management, Inc. Emily has a background in financial services and has experience working with a variety of clients, including individuals, families, and businesses. Emily is a Certified Financial Planner, holding Series 7, 63, 31 and 65 licenses. Emily has a passion for helping her clients achieve their financial goals and has a strong commitment to providing personalized service.

Firm Information

Emily Johnson is currently registered with Lazari Capital Management, Inc.. Lazari Capital Management, Inc. is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Lazari Capital Management has approximately $471 million in regulatory assets under management.
Lazari Capital Management, Inc.

6928 OWENSMOUTH AVE.

WOODLAND HILLS, CA 91303

$471.15M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Emily Johnson’s Registration & Firm History

SC

05/09/2024 - Present

Lazari Capital Management, Inc. (Hilton Head SC)

SC

11/12/2009 - 05/13/2011

SPIRE SECURITIES, LLC (HILTON HEAD SC)

SC

09/25/2009 - 11/13/2009

STIFEL, NICOLAUS & COMPANY, INCORPORATED (HILTON HEAD ISLAND SC)

SC

06/08/2007 - 09/25/2009

UBS FINANCIAL SERVICES INC. (HILTON HEAD SC)

SC

04/28/2005 - 06/13/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILTON HEAD ISLAND SC)

NC

11/11/2003 - 03/03/2005

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 06/06/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 11/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Anna Johnson.
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