Shane Johnston

Financial Advisor | Entrepreneur | Active Portfolio Strategist for Growth-Minded Individuals & Business Owners

Role
Financial Advisor Active Portfolio Management at LPL Financial
Location
Santa Rosa Beach, FL, US
LinkedIn followers
500 followers

About Shane Johnston

My background spans multiple high-performance roles that have sharpened my ability to…

Experience

  1. Financial Advisor Active Portfolio Management

    LPL Financial

    Nov 2024 — Present · Santa Rosa Beach, FL, US

    I help clients take control of their financial future through structured, actively managed portfolios, providing objective advice tailored to their individual goals.As part of LPL Financials network, one of the nation\'s leading wealth management firms, I’m backed by the scale, resources, and technology that support over $1.8 trillion in assets and serve more than 7 million investors nationwide.*My clients range from individuals and families to small business owners and entrepreneurs. What they share is a desire for clarity, confidence, and a long-term strategy they can trust. With over a decade of experience founding and operating businesses, I understand the financial complexities they face and bring that real-world perspective to every relationship.At the heart of my practice is a commitment to disciplined strategy, consistent communication, and building long-term client trust. Every recommendation is made with one goal in mind: to serve your best interests today and for years to come.Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. | of March 2025

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Shane Johnston — Financial Advisor Active Portfolio Management at LPL Financial in Santa Rosa Beach, FL, US | Unifers