Johnston Stamford Kelso
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
14 years in the industry.
- LPL Financial LLCSep 2025 to now
- Member 1st Credit UnionSep 2025 to now
- UnemployedApr 2025 to Sep 2025
- Hr BlockDec 2024 to Apr 2025
- UnemployedSep 2023 to Dec 2024
- The Vanguard Group, Inc.Nov 2021 to Sep 2023
- The Wireless ExperienceJul 2021 to Oct 2021
- UnemployedMay 2020 to Jul 2021
- BrandyourselfJul 2018 to Apr 2020
- UnemployedDec 2016 to Nov 2018
- Mental Health America LancasterAug 2016 to Dec 2016
- Millersville Catering DepartmentAug 2014 to Dec 2016
- Millersville UniversityAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7457073
- Firm CRD
- 6413