Harriet Johnson Brackey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2018
  Bdo Wealth Advisors, Llc
  Fort Lauderdale, FL
• 09/2018 → 07/2020
  Iberia Wealth Advisors
  New Orleans, LA
• 10/2018 → 07/2020
  Iberia Asset Management, Inc.
  New Orleans, LA
• 07/2020 → Present
  First Horizon Advisors
  New Orleans, LA
• 08/2025 → Present
  Lpl Financial Llc
  New Orleans, LA

Previous Registrations

• 2020-07-29 → 2025-08-21
  First Horizon Advisors, Inc.
  New Orleans, LA
• 2018-11-01 → 2020-10-23
  Iberia Asset Management, Inc.
  New Orleans, LA
• 2016-10-17 → 2019-02-08
  Bdo Wealth Advisors, Llc
  Fort Lauderdale, FL
• 2012-04-13 → 2016-10-04
  Gsk Wealth Advisors, Inc.
  Fort Lauderdale, FL

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 08/04/2025 - 160 hours per month/ during trading 2- 08/21/2025 - Harriet Johnson Brackey - Author - Author Writer - Investment Related - Home Based - Start Date 09/04/2018 - 20 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-16

Designations

• Certified Financial Planner

Other Names

• Harriet Johnson
• Harriet Clow Johnson