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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Johnson is a financial advisor with Creative Planning. Christopher has over 19 years of experience in the financial services industry. Christopher is licensed to provide investment advice in Georgia and Texas. Christopher has a Series 6, Series 7, Series 63 and Series 65 license. Christopher is also a Certified Financial Planner. Christopher has a history of working at a number of firms including USAA Financial Advisors, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Christopher specializes in retirement planning, college savings, investment management, and estate planning. Christopher is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
08/28/2023 - Present
Creative Planning (OVERLAND PARK KS)
GA
06/10/2013 - 03/20/2017
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
NC
03/23/2005 - 05/30/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
07/29/2004 - 01/21/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
01/01/2003 - 07/07/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
03/21/2002 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
PA
11/16/2000 - 02/28/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 06/16/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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