Unclaimed
Christopher R. Johnson is a financial advisor with Avantax Advisory Services. Christopher has been in the financial services industry since 2007 and has extensive experience in financial planning, investment management, and retirement planning. Christopher is a Certified Financial Planner® and holds a Series 7 and Series 66 license. Christopher is dedicated to helping clients achieve their financial goals and provides a variety of services to meet their individual needs.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NH
11/27/2019 - Present
Avantax Advisory Services (LEBANON NH)
TX
06/20/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
05/24/2011 - 05/05/2017
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
07/19/2006 - 05/09/2011
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 08/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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