RJ
RJ

Robert Johnson

24 Years of Experience
Las Cruces, NM
Broker

Robert Johnson is a registered investment advisor at LPL Financial LLC, based in Las Cruces, NM, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

253 W. Hadley Avenue, Las Cruces, NM, 88005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert operates his LPL business through Johnson Financial Services Inc. since 2003 and owns Hadley Ave Investment, LLC, a real estate rental business, since 2007.

Employment History
Current Registrations
LPL Financial LLC
November 2022 - Present · 3 yrs 6 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Avantax Advisory Services
August 2010 - November 2022 · 12 yrs 3 mos
Avantax Investment Services, INC.Broker
February 2002 - November 2022 · 20 yrs 9 mos
State Registrations3 states
MONMTX
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.