David Johnson, financial advisor Norfolk VA
93 score

David Johnson

CRD Number: 5586601
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

David Johnson (CRD# 5586601) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America Na Newport News, VA Feb 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News, VA Jan 2011 - Current 5
Newport News Public Schools Newport News, VA Aug 2006 - Jan 2011 4
Ccf Investments, Inc. Thomasville, GA Aug 2008 - Dec 2010 2
National Agents Alliance Burlington, VA Aug 2007 - Jul 2008 < 1
Liberty National Virginia Beach, VA Sep 2006 - Dec 2006 < 1
Mutual Of Omaha Richmond, VA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for David N. Johnson
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • VA
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
93
Clean Record
This advisor has a clean track record with regulators.

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