Christopher Ly Johnson

Trajan Wealth, L.L.C.

7 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth

Trajan Wealth, L.L.C.

Compensation

Fee-Only (AUM)

Firm Size

40 advisors

Number of Clients

8,955 clients

Average Client Portfolio

$220K average

Assets Under Management

$2.0B

Fee Structure

Financial Planning:Investment management only

Location

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Christopher is an insurance agent in Arizona since 2021, selling various insurance products. This activity takes about 10-20% of his time during trading hours.

Employment History

Current Registrations

Trajan Wealth, L.L.C.

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

LPL Financial LLCBroker

November 2017 - October 2018 · 11 mos

Southwest Investment Advisors, INC.

May 2017 - September 2018 · 1 yr 4 mos

National Planning CorporationBroker

April 2017 - November 2017 · 7 mos

Investment Centers of America, INC.

May 2016 - March 2017 · 10 mos

Investment Centers of America, INC.Broker

March 2016 - March 2017 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.