Denise JohnsonCRD Number: 4602192
Current Firm: Eagle Strategies LLC
Denise Johnson (CRD# 4602192) is an Investment Advisor Representative working at Eagle Strategies LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Eagle Strategies LLC||Charlotte, NC||Jun 2011 - Current||6|
|Nylife Securities Inc.||Seven Hills, OH||Jul 2006 - Current||11|
|New York Life Insurance Company||Seven Hills, OH||Oct 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2011|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV