Christian Johnson
California Financial Partners
700 N Brand Blvd
Suite 640
Glendale, CA 91203
8186370177
About California Financial Partners
At California Financial Partners, we believe in the power of teamwork. Our role is to make sure the advisory team best represents your interests. As financial advisors, we have a wealth of knowledge and experience from both inside and outside the financial planning industry. We're convinced that understanding your goals and keeping your plan up-to-date is the best way to ensure your financial well-being. We are committed to earning your trust.
See Disclosures
General Information
Firm Start Year
CRD#
5925386
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
CA
Years of Experience in Financial Services
13
Number of Years with Current Firm
13
Advisory Services Provided
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Financial Advice & Consulting, Investment Advice & Management
Compliance
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member of: FINRA/SIPC . The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.