Barbara Johnson, financial advisor Bellingham WA
93 score

Barbara Johnson

CRD Number: 2974150
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Barbara Johnson (CRD# 2974150) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 18 years of experience in the finance industry.

Similar Advisors
Jeffrey Pietsch, financial advisor Bellingham WA
Jeffrey G. Pietsch
CRD# 6011071
Concert Wealth Management
Score
101
Similar Advisors
Nathan Twining, financial advisor Bellingham WA
Nathan J. Twining
CRD# 6142269
Financial Plan, Inc.
Score
100
Similar Advisors
James Allen, financial advisor Bellingham WA
James T. Allen
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
Score
96
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham, WA Oct 1994 - Current 22
Merrill Lynch Bellingham, WA Oct 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Barbara J. Johnson
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Barbara Johnson and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.