Advisor at LPL Financial
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Location
Senatobia, MS 38668
Credentials
Series 63, Series 65
Industry experience
30 years
Christian Johnston is a financial advisor with LPL Financial in Olive Branch, MS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinex Investments, Inc. for nine years and has been affiliated with both LPL Financial and Cadence Bank since 2022. Johnston also works as an agent selling fixed annuity products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and annuity product offerings through an affiliated agency.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
5100 Highway 51 North
Senatobia, MS 38668
Mississippi · Texas
Cadence Bank
2022 - Present (4 years)
LPL Financial
2022 - Present (4 years)
Infinex investments, Inc.
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Senatobia, MS
UBS Financial Services
Doris Sowell is a financial advisor with UBS Financial Services in Senatobia, MS, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors who use proprietary research and model-based allocations to tailor plans according to clients' goals and risk tolerances.
Series 63, Series 66
Senatobia, MS
Ameriprise
David Horan is a financial advisor with Ameriprise in Senatobia, MS, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes roles at Raymond James Financial Services and operating his own practice, PPA Financial LLC. Outside of financial advising, he co-owns a website development and maintenance business and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations that support income strategies for individuals approaching or in retirement.
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