CJ
CJ

Carlina Johnson

6 Years of Experience
Medford, OR
Broker

Carlina Johnson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medford, OR, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4451 Brownridge Terrace, Suite 101, Medford, OR, 97504

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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

Carlina is the owner and manager of Living Advisor Group PLLC, dedicating minimal time. She is also an associate/employee at SilverTree Collective and works with SilverTree Wealth Partners, dedicating significant time to both.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Edward Jones
January 2020 - February 2022 · 2 yrs 1 mo
Edward JonesBroker
October 2019 - February 2022 · 2 yrs 4 mos
LPL Financial LLCBroker
June 2018 - August 2018 · 2 mos
State Registrations13 states
AZCACOFLIDMTNVORSDTXUTWAWY
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.
Carlina Johnson - Financial Advisor | TrueAdvisor