CJ
CJ

Christian Johnston

30 Years of Experience
Olive Branch, MS
4 DisclosuresBrokerSells Insurance

Christian Johnston is a registered investment advisor at LPL Financial LLC, based in Olive Branch, MS, with 30 years of industry experience. Christian 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.

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
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Location

6955 Goodman Rd, Olive Branch, MS, 38654

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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
May 2024
Settled
Customer Dispute
August 2013
Denied
Employment Separation After Allegations
July 1999
Criminal
January 1997
Final Disposition
Other Business ActivitiesSells Insurance

Christian operates under the DBA Cadence Investment Services for his LPL business since November 2022. He is also an agent selling fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Infinex Investments, INC.Broker
December 2013 - November 2022 · 8 yrs 11 mos
Infinex Investments, INC.
December 2013 - November 2022 · 8 yrs 11 mos
Bancorpsouth Investment Services, INC.
July 2002 - December 2013 · 11 yrs 5 mos
Bancorpsouth Investment Services, INC.Broker
November 1999 - December 2013 · 14 yrs 1 mo
Pruco Securities CorporationBroker
July 1998 - July 1999 · 1 yr
Prudential Securities IncorporatedBroker
April 1995 - March 1998 · 2 yrs 11 mos
State Registrations26 states
ALARCAFLGAILINKSKYLAMDMIMNMOMSMTNCNDNENYOHSCTNTXVAWY
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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