EJ
CFP
EJ
CFP

Elizabeth Johnston

10 Years of Experience
Beverly Hills, CA
Broker

Elizabeth Johnston is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Beverly Hills, CA, with 10 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

9465 Wilshire Boulevard, Suite 700, Beverly Hills, CA, 90212-2351

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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

Elizabeth works as an employee at Lili Bridals, a wedding dress salon, dedicating a few hours per week. She also works as an actress, runs a motherhood blog with affiliate links, and owns an Etsy store for embroidered items, spending minimal time on these activities.

Employment History
Current Registrations
RBC Capital Markets, LLC
August 2021 - Present · 4 yrs 11 mos
RBC Capital Markets, LLCBroker
August 2021 - Present · 4 yrs 11 mos
RBC Capital Markets, LLC
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Beacon Pointe Advisors, LLC
August 2020 - July 2021 · 11 mos
RBC Capital Markets, LLC
October 2018 - August 2020 · 1 yr 10 mos
RBC Capital Markets, LLCBroker
October 2018 - August 2020 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - October 2018 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - October 2018 · 3 yrs 1 mo
State Registrations1 state
CA
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.