Rilee Lyle Johnson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Columbia Wealth AdvisorsOct 2023 to now
- Raymond James Financial Services Advisors, Inc.Oct 2023 to now
- Raymond James Financial Services, Inc.Oct 2023 to now
- Umpqua BankMar 2023 to now
- Cetera Investment Advisors LLCJul 2021 to Oct 2023
- Cetera Investment Services LLCJul 2021 to Oct 2023
- Cetera Investment Advisers LLCDec 2020 to Feb 2021
- Cetera Investment Services LLCDec 2020 to Feb 2021
- Columbia BankOct 2019 to Mar 2023
- Edward JonesOct 2018 to Oct 2019
- Angling UnlimitedJul 2018 to Sep 2018
- Citizens National BankMay 2018 to Jul 2018
- University of North DakotaSep 2017 to May 2018
- Citizens National BankMay 2017 to Aug 2017
- University of North DakotaAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6993402
- Firm CRD
- 6413