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RJ

Rafe Johnson

ANCHOR FINANCIAL
Lynnwood, WA 98036
CRD#: 8016335
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RJ
Rafe JohnsonANCHOR FINANCIAL

Professional summary

Rafe Johnson is a registered financial advisor currently at ANCHOR FINANCIAL located in Lynnwood, Washington.

Rafe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Rafe has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Rafe 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

April 1, 2026 - Present

ANCHOR FINANCIAL

Office #1: 19031 33rd Avenue West Suite 314, Lynnwood, WA 98036
RIA
CRD#: 310081
Lynnwood, WA
Past

June 23, 2025 - December 4, 2025

BANKERS LIFE SECURITIES, INC.

BD
CRD#: 173962
Lynnwood, WA

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
Washington
(4/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/29/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2025
Securities Industry Essentials Examination

Current Firm

AF
ANCHOR FINANCIAL
ANCHOR FINANCIAL | ANCHOR FINANCIAL LLC

CRD#: 310081 / SEC#:

Texas
Registered Investment Advisory firm - (10/11/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/21/2021 Approved)
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Contact information

Main Address
6004 Westgate Blvd. Suite 120, Tacoma, WA 98406
Mailing Address
Phone number
(888) 824-0327
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts45
AUM (Assets Under Management)$ 5,750,000

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

ANCHOR FINANCIAL

CRD#: 310081Lynnwood, WA 98036

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