Kevin Johnson, financial advisor Fort Myers FL
88 score

Kevin Johnson

CRD Number: 6376878
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kevin Johnson (CRD# 6376878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Myers, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Myers, FL Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers, FL Jul 2014 - Current 2
Florida International University Miami, FL Jan 2013 - Jul 2014 1
Re/max All Stars Realty Asheville, NC Mar 2012 - Dec 2012 < 1
Mountain Real Estate Asheville Asheville, NC Apr 2010 - Mar 2012 1
United Parcel Service Asheville, NC Nov 2011 - Dec 2011 < 1
Paramount Mortgage Professionals Of Nc Asheville, NC Jan 2009 - Dec 2010 1
Re/max All Stars Realty Asheville, NC Jan 2009 - Apr 2010 1
Monarch Mortgage Company Asheville, NC Jan 2008 - Dec 2009 1
Encore Mortgage Solutions Fort Myers, FL Jul 2006 - Dec 2007 1
Encore Realty Group Fort Myers, FL Jul 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Kevin F. Johnson
Phone Number: 800-637-7455
Registered State(s):
  • FL
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
88
Clean Record
This advisor has a clean track record with regulators.

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