Lisa A. Johnson
Professional summary
Lisa Anne Johnson, who also goes by Lisa Anne Buchholtz, Cookie Johnson, Lisa Anne Leibengood, is a registered financial advisor currently at RESPIRE WEALTH MANAGEMENT, LLC located in League City, Texas.
Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lisa has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Anne Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2018 - Present
RESPIRE WEALTH MANAGEMENT, LLC
May 2, 2016 - December 21, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2, 2016 - December 21, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 16, 2015 - May 10, 2016
QUESTAR ASSET MANAGEMENT, INC.
January 16, 2015 - May 10, 2016
QUESTAR CAPITAL CORPORATION
July 23, 2014 - January 29, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
June 19, 2014 - January 29, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
September 29, 2008 - June 12, 2014
FARMERS FINANCIAL SOLUTIONS, 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
(9/29/2020)
(6/9/2022)
(1/4/2018)
Exams
Current Firm
RESPIRE WEALTH MANAGEMENT, LLC
CRD#: 288245 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 7,390,436 |
Red Flags
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