Unclaimed
Craig Johnson is a financial advisor registered with LPL Financial LLC. Craig has over 10 years of experience in the financial services industry. Craig is currently registered with the state of Michigan as an investment advisor representative. Craig is also registered as a securities agent in Florida, Georgia, Iowa, Michigan, and Texas. Craig has passed the Series 6, Series 63, Series 65 and SIE exams.
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.
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2
MI
05/15/2023 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
01/25/2019 - 05/15/2023
SIGMA FINANCIAL CORPORATION (Grand Rapids MI)
MI
11/02/2018 - 02/05/2019
ROYAL ALLIANCE ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
11/20/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
IA
Issued 01/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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