Advisor at California Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
California Financial Partners, Inc.
Location
Glendale, CA 91203
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Edward Johnson is a CFP® with 33 years of experience, currently affiliated with LPL Financial and California Financial Partners, Inc. in Glendale, CA, where he has worked since 2004. He holds Series 63 and Series 65 licenses. Johnson is also involved with GR8PLAN, LLC, a business entity related to tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on California Financial Partners, Inc.
Based on California Financial Partners, Inc.
Fixed fees generally range from $1,500 to $9,500 based on the range and complexity of services provided.
Investment adviser representatives may receive brokerage or mutual fund trail commissions, securities sales commissions, and commissions on the sale of insurance or other products in their capacity as registered representatives of LPL Financial.
$75 to $250 per hour
Fee-only: Hourly fees ranging from $75 to $250 per hour; Fixed fees generally range from $1,500 to $9,500 based on the range and complexity of services provided.
700 N. Brand Blvd., Suite 640
Glendale, CA 91203
California · Texas
California Financial Partners, Inc.
2004 - Present (22 years)
LPL FInancial, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
CFA®
Santa Monica, CA
Boulevard Investment Management LLC
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