Eric Johnson (CRD# 5416181) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Austin, TX and has over 16 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Houston, TX | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bbtis | Austin, TX | Feb 2018 - Feb 2021 | 3 |
| Bank Of America, N.a. | Austin, TX | Nov 2015 - Jan 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin, TX | Nov 2015 - Jan 2018 | 2 |
| Cuso Financial Services, LP | San Diego, CA | Oct 2014 - Nov 2015 | 1 |
| University Federal Credit Union | Austin, TX | Oct 2014 - Nov 2015 | 1 |
| J.p. Morgan Securities LLC | Largo, FL | Oct 2012 - Oct 2014 | 2 |
| Jp Morgan Chase Bank | Clearwater, FL | May 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- TX
-
Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, VI, VT, WA, WI, WV, WY
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