Andrew Johnsen, financial advisor Dallas TX
96 score

Andrew Johnsen

CRD Number: 6404842
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrew Johnsen (CRD# 6404842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX. I am a partner of Roncinske Hughes & Associates, an award winning financial advisory team at Merrill Lynch located in central Dallas. I welcome the opportunity to speak with prospective clients about the following areas: -Financial Planning -Superior Investment Selection -401k Rollover and Redesign -Estate and Succession Planning -Customized Credit and Lending Solutions
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Company Name Location Dates Years
Bank Of America N.a. Dallas, TX Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith, Incorporated Dallas, TX Sep 2014 - Current 2
Blue Calypso Dallas, TX May 2013 - Current 3
Texas Coastal Energy Irving, TX Dec 2012 - Current 4
Indiana University Bloomington, IN Aug 2008 - Current 8
Jesuit High School Dallas, TX Jul 2004 - Current 12
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Nov 2014
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Andrew R. Johnsen
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

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BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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