Unclaimed
Christine Johnson is a financial advisor with LPL Financial LLC. She has been in the financial industry since 1995. Christine has experience working with a variety of clients, including individuals, families, businesses, and institutions. Her previous firms include CUNA Brokerage Services, Inc., Lincoln Financial Distributors, Inc., Capital Brokerage Corporation, Raymond James & Associates, Inc., Invest Financial Corporation, and Franklin/Templeton Distributors, Inc. She is a registered representative with FINRA and holds the Series 6, 7, 24, and 66 licenses. Christine is also a registered investment advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
06/30/2023 - Present
LPL Financial LLC (MADISON WI)
IA
04/01/2021 - 07/11/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
PA
07/23/2008 - 03/30/2021
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
VA
06/30/2004 - 07/08/2008
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
FL
09/17/2002 - 06/02/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
WI
07/08/1999 - 08/09/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
10/27/1994 - 06/21/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 11/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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