Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Owen Johnson is an investment advisor representative, registered with LPL Financial LLC, based in Las Cruces, NM. Robert has been working in the financial services industry for over 20 years. Robert holds licenses for securities and investment advisor services in several states including New Mexico, Texas, California, Colorado, Connecticut, Indiana, and Mississippi. Robert's experience includes working with Avantax Investment Services, Inc., Avantax Advisory Services, and Johnson Financial Services, Inc.
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
NM
11/16/2022 - Present
LPL Financial LLC (LAS CRUCES NM)
NM
02/25/2002 - 11/21/2022
AVANTAX INVESTMENT SERVICES, INC. (LAS CRUCES NM)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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