Lee Robert Johnson

Current Employers

Employment History

• 02/2016 → 01/2025
  Lpl Financial Llc
  Wilmington, DE
• 02/2016 → 01/2025
  Great Valley Advisor Group, Inc.
  Wilmington, DE
• 01/2025 → Present
  Professional Planning Associates
  Philadelphia, PA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 08/2016 → Present
  Valor Asset Management
  Chest Springs, PA

Previous Registrations

• 2016-02-17 → 2025-01-27
  Great Valley Advisor Group, Llc
  Paoli, PA
  Berwyn, PA
• 2009-04-27 → 2016-02-08
  Wells Fargo Clearing Services, Llc
  Chesterbrook, PA

Other Businesses

1. NAME OF OTHER BUSINESS: SUMMER SECLUSION INVESTMENT RELATED: NO ADDRESS: 38608 INDIAN TRAIL, OCEAN VIEW, DE 19970 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: MAINTENANCE AND UPKEEP; 2. NAME OF OTHER BUSINESS: PROFESSIONAL PLANNING ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 30 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS AND ADVISORS; 3. NAME OF OTHER BUSINESS: VALOR ASSET MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES, START: 08/2016, POSITION/TITLE/RELATIONSHIP: OWNER/FOUNDER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2007-07-03

Designations

Other Names

• Lee Johnson