Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Johnson is an investment advisor representative at La Jolla Institute For Wealth Management. Erik has been registered with the state of California since 2012. Erik holds the Series 65 exam and has over 20 years of experience in the financial industry. He specializes in providing financial advice to high-net-worth individuals and individuals other than high-net-worth. Erik offers a variety of advisory services including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2012 - Present
LA Jolla Institute FOR Wealth Management (LA JOLLA CA)
IA
Issued 10/05/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Erik Johnson is the right advisor for you? Invested Better is here to help.
