Rebecca Johnson, financial advisor Cornelius NC
93 score

Rebecca Johnson

CRD Number: 1825896
Current Firm: Ameriprise Financial Services, Inc.

Rebecca Johnson (CRD# 1825896) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Cornelius, NC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Charlotte, NC Apr 1989 - Current 27
Ids Life Insurance Company Charlotte, NC Apr 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
Contact Info for Rebecca L. Johnson
Phone Number: 612-671-3131
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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