Unclaimed
John Lemuel Johnson is a financial advisor with over 30 years of experience in the industry. John is currently registered as a registered representative with Level Four Advisory Services, a registered investment advisor. Previously, John was also a registered representative with Raymond James Financial Services, Inc., LinSco/Private Ledger Corp., and Investment Management & Research, Inc. John is a Certified Financial Planner and holds Series 63, Series 7, and Series 24 licenses. John primarily focuses on financial planning for individuals, businesses, and charitable organizations. John also has experience with pension consulting and portfolio management. John currently provides his services at the Dothan and Panama City offices of Level Four Advisory Services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
FL
05/20/2021 - Present
Level Four Advisory Services (Panama City FL)
FL
05/21/2001 - 06/06/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (PANAMA CITY FL)
SC
10/05/1998 - 05/24/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
10/10/1991 - 10/09/1998
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 10/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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