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Lea Smith Johnson MBA, CFP®, RFC, FIC - Financial Advisor and CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
"Planning for Your Future / Wealth Preservation"
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4515 Barracuda Dr. |
Bradenton,
FL
34208 Map
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Contact:
Lea Smith Johnson
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Phone: (941) 462-2731
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2nd Phone: (941) 321-3250
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Fax: (941) 755-9717 |
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Email:
lsmithjohnson@fscadvisor.com |
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Hours: 8:00 a.m.to 6:00 p.m.
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Start with what you have today, and let's build a month by month, year by year plan to get you where you want to go.
With a Masters of Business Administration Finance Major, and CFP® designation, Lea provides clients with a financial plan and manages their investment portfolios.
Services offered:
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Retirement, Estate, and College Financial Planning |
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Asset Management for Individuals and Businesses Including Fixed Income Investments, Stocks, Corporate Muni Bonds, Mutual Funds, REITS, UITS, CMOs, and Alternative Investments |
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Insurance Broker for Life, Health, Disability and Long-term Care |
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Wealth Management Transfer |
Financial Advisor Representative
NASD Series 7, 63,& 66
Registered Financial Consultant
Fraternal Insurance Counselor
FSC Securities Corp.*
*Securities and Investment Advisory Services offered through FSC Securities Corp., member FINRA, SIPC. a SEC registered investment advisor.
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Specialty:
Comprehensive Financial Planning, Investments and Insurance
Call today for a FREE no-obligation consultation (941) 462-2731 |
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