Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan Johnson is a financial advisor with over 10 years of experience in the financial services industry. Patrick currently holds registrations as a Registered Representative and Investment Advisor Representative in California and Texas. Patrick has worked with LPL Financial LLC since 2023. Prior to that, Patrick was a registered representative and Investment Advisor Representative with Kestra Investment Services, LLC and Fidelity Brokerage Services LLC. Patrick has earned the Certified Financial Planner designation. Patrick is committed to helping individuals and families achieve 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.
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
CA
07/20/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
08/05/2016 - 06/21/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
11/20/2012 - 08/02/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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