Verified recordFinancial Services

Chase Johnson

Lpl Financial Advisor at Anchor Wealth Management

Based in Mebane, United States

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Seniority

Staff

Department

Sales & Business Development

Location

Mebane

Industry

Financial Services

Company size

14

Contact information

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Email

1 credit

c•••••••@anchorwm.com

Phone

5 credits

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Background

About Chase Johnson

As a CFP® Professional, helping people pursue their financial goals is a passion of mine. Everyone is on a different path. Whether you are new to investing, transitioning to a new phase of life, or someone close to retirement that needs to revisit their retirement plan, I help educate them on their options and guide them through the investment process. Understanding my clients is my main goal and I accomplish this by listening to their story. Getting to know what they want and need is crucial in constructing a financial plan that works for them. As a team, we use all that information to determine the best options that help purse those financial goals. I strive to be my client’s trusted advisor and friend. Having a genuine relationship with my client is a personal goal of mine. My business model is about servicing my clients in anyway I can. I live in Burlington, NC with my wife, Victoria and daughter Leighton. We are members of Agape Baptist Church in Mebane. We also enjoy spending time with our three dogs, Loki, Veda, and Xena. We love traveling and experiencing new places. When we are not traveling, we are avid movie-goers and enjoy playing golf or spending time with family and friends. Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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