Margherita Marie Johnson

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1999 → Present
  Protocare Trials, Inc
  Chicago, IL
• 03/2002 → Present
  Margherita Johnson-Independent Insurance Agent
  Orland Park, IL
• 01/2001 → Present
  Your Broker Financial
  Orland Park, IL
• 07/2011 → Present
  Lincoln Investment Planning, Inc.
  Wyncote, PA

Previous Registrations

• 2005-05-03 → 2011-07-13
  Voya Financial Advisors, Inc.
  Orland Park, IL
  Naperville, IL
  Kenilworth, IL
  Orland Park, IL

Other Businesses

YOUR BROKER FINANCIAL POSITION: owner/Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2002 ADDRESS: 15426 Black Friars Rd, Orland Park IL 60462, United States DESCRIPTION: sell life insurance, fixed annuities, and health, disability, and long-term care insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-09
• S63 Uniform Securities Agent State Law Examination
  2001-12-18

Designations

• Certified Financial Planner

Other Names

• Margherita Marie Liotine
• Margherita Marie Johnson
• Rita Johnson