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RJ

Robert G. Johnson

LINKSIDE FINANCIAL LLC
CHARLOTTE, NC
Some features on this profile are disabled
CRD#: 7688105
RJ

Professional summary

Robert G Johnson is a registered financial advisor currently at LINKSIDE FINANCIAL LLC located in Charlotte, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert G Johnson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 6, 2026 - Present

LINKSIDE FINANCIAL LLC

RIA
CRD#: 335537
CHARLOTTE, NC
Past

October 3, 2023 - June 4, 2025

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(1/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/3/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/22/2023
Securities Industry Essentials Examination

Current Firm

LF
LINKSIDE FINANCIAL LLC
LINKSIDE FINANCIAL | LINKSIDE FINANCIAL LLC

CRD#: 335537 / SEC#:

Florida
Registered Investment Advisory firm - (10/7/2025 Approved)
North Carolina
Registered Investment Advisory firm - (5/27/2025 Approved)
South Carolina
Registered Investment Advisory firm - (6/18/2025 Approved)
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Contact information

Main Address
Charlotte, NC
Mailing Address
Phone number
(704) 560-3270
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LINKSIDE FINANCIAL LLC

CRD#: 335537Charlotte, NC

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