Rilee Johnson (CRD# 6993402) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln City, OR and has over 5 years of experience in the finance industry.
CRD# 4202430
Lpl Financial LLC
CRD# 3142335
Lpl Financial LLC
CRD# 2644949
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Prineville, OR | Feb 2024 - Current | < 1 |
| Columbia Wealth Advisors | Bend, OR | Oct 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Bend, OR | Oct 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Bend, OR | Oct 2023 - Current | < 1 |
| Umpqua Bank | Bend, OR | Mar 2023 - Current | 1 |
| Cetera Investment Services LLC | St Cloud, MN | Jul 2021 - Oct 2023 | 2 |
| Cetera Investment Advisors LLC | Tacoma, WA | Jul 2021 - Oct 2023 | 2 |
| Columbia Bank | Tacoma, WA | Jul 2021 - Mar 2023 | 1 |
| Columbia Bank | Lincoln City, OR | Feb 2021 - Mar 2023 | 2 |
| Cetera Investment Advisers LLC | Tacoma, WA | Dec 2020 - Feb 2021 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Dec 2020 - Feb 2021 | < 1 |
| Columbia Bank | Tacoma, WA | Dec 2020 - Feb 2021 | < 1 |
| Columbia Bank | Redmond, OR | Oct 2019 - Feb 2021 | 1 |
| Edward Jones | St Louis, MO | Oct 2018 - Oct 2019 | 1 |
| Angling Unlimited | Sitka, AK | Jul 2018 - Sep 2018 | < 1 |
| Citizens National Bank | Park Rapids, MN | May 2018 - Jul 2018 | < 1 |
| University Of North Dakota | Grand Forks, ND | Sep 2017 - May 2018 | < 1 |
| Citizens National Bank | Park Rapids, MN | May 2017 - Aug 2017 | < 1 |
| University Of North Dakota | Grand Forks, ND | Aug 2016 - May 2017 | < 1 |
| 3m | Park Rapids, MN | Jun 2016 - Aug 2016 | < 1 |
| University Of North Dakota | Grand Forks, ND | Sep 2015 - May 2016 | < 1 |
| 3m | Park Rapids, MN | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Grand Forks, ND | Aug 2014 - Jun 2015 | < 1 |
| Headwaters Country Club | Park Rapids, MN | Jun 2014 - Aug 2014 | < 1 |
| Unemployed | Park Rapids, MN | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- OR
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.