D.A. Davidson & Co.
44yrs
Top advisor by experience in Wenatchee
16yrs
Joseph Johnson has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Wenatchee, Washington. Joseph has been with LPL Financial since 2019; before that, Joseph spent three years at 1st Global Advisors and a year at Steward Partners Investment Solutions. Joseph holds the CFP® designation.
One of 71 advisors with offices in Wenatchee, and one of 69 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors in Wenatchee
Office23 S Wenatchee Ave., Suite 113, Wenatchee, WA 98801
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowLPL Financial LLCCurrent firm
- 2016 – 20191st Global Advisors Inc.Previously
- Sep 2015 – Mar 2016Steward Partners Investment Solutions, LLCPreviously
- 2010 – 2015LPL Financial LLCPreviously
Contact Joseph
Local office(509) 888-1556Ask for Joseph. (704) 733-3300Main office · Fort Mill, SC 23 S Wenatchee Ave., Suite 113Wenatchee, WA 98801Office · Get directions Facebook pageLPL Financial
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (509) 888-1556 or the LPL Financial main office at (704) 733-3300, and ask for Joseph Johnson.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2010, about 16 years. More experience than 56% of advisors in Wenatchee.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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