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RJ
CFP · ChFC
RJ
CFP · ChFC

Robert Johnston

LPL Financial LLC
42 Years of Experience
Virginia Beach, VA
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Johnston is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 42 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Virginia Beach, VA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Pending
Customer Dispute
October 1992
Award / Judgment
Customer Dispute
September 1989
Settled
Investigation
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is an agent for life and variable insurance. He also operates Robert B. Johnston Investments, Inc. as a DBA for his securities-related business.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2025 - Present · 1 yr 4 mos
LPL Financial LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Western International Securities
May 2008 - June 2025 · 17 yrs 1 mo
Western International Securities, INC.Broker
May 2008 - June 2025 · 17 yrs 1 mo
Financial West GroupBroker
January 2006 - June 2008 · 2 yrs 5 mos
Financial West Group
January 2006 - June 2008 · 2 yrs 5 mos
Citigroup Global Markets INC.
May 2002 - February 2006 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
May 2002 - February 2006 · 3 yrs 9 mos
Prudential Securities Incorporated
July 1997 - May 2002 · 4 yrs 10 mos
Prudential Securities IncorporatedBroker
June 1994 - May 2002 · 7 yrs 11 mos
Painewebber IncorporatedBroker
August 1990 - May 1994 · 3 yrs 9 mos
Oppenheimer & CO., INC.Broker
September 1987 - September 1990 · 3 yrs
Bear, Stearns & CO. INC.Broker
September 1986 - September 1987 · 1 yr
R. H. Moulton & CO.Broker
December 1985 - October 1986 · 10 mos
B.O.C.L. Securities CORP.Broker
May 1985 - December 1985 · 7 mos
Coastal Securities CorporationBroker
January 1984 - May 1985 · 1 yr 4 mos
California Municipal Investors, INC.Broker
November 1983 - December 1983 · 1 mo
State Registrations12 states
AZCACOFLMIMSNYOHORTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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