John E. Line
Professional summary
John Edward Line, CFP®, who also goes by Johnny Edward Line, Johnny Line, is a registered financial advisor currently at JOHN LINE, CPA, INC. located in Dallas, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Line's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 30, 2020 - Present
JOHN LINE, CPA, INC.
Office #1: 1700 Pacific Avenue Suite 4580, Dallas, TX 75201April 18, 2008 - April 1, 2021
PALADINI FINANCIAL ADVISORS, LLC
March 6, 2008 - December 31, 2010
LINE WEALTH, INC.
April 23, 2004 - January 15, 2008
CAIN, WATTERS & ASSOCIATES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/30/2020)
Current Firm
JOHN LINE, CPA, INC.
CRD#: 311399 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 62,928,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
JOHN LINE, CPA, INC.
CRD#: 311399Dallas, TX 75201TRUST BUT VERIFY
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