Unclaimed
Kristopher Johnson is a financial advisor with over 20 years of experience in the industry. Kristopher is currently a Registered Representative for Stone Island Financial Planning. Previously, Kristopher worked for LINSCO/PRIVATE LEDGER CORP. and Cambridge Investment Research, Inc. Kristopher holds Series 7 and Series 63 licenses. Kristopher is also a Certified Financial Planner. Kristopher is a minority owner of Raintree Capital Management, LLC, where Kristopher serves as a Portfolio Manager. The firm specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
04/10/2019 - Present
Stone Island Financial Planning (Scottsdale AZ)
SC
05/18/2000 - 05/31/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
12/22/1999 - 12/31/1999
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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