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Carlton J
Series 63
Chatham, NJ
LPL Financial
Carlton Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is a notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Carolie J
CFP®, ChFC®, Series 63
Chatham, NJ
LPL Financial
Carolie Johnson is a CFP® and ChFC® with 31 years of industry experience, currently affiliated with LPL Financial. She has been associated with Linsco/Private Ledger Corp. since 2004. In addition to financial advising, she is involved in selling non-variable insurance products, including long-term care, health, and disability income insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, supported by research and model portfolios from LPL Research and third-party providers.
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