Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry M. Johnson is a financial advisor registered with Rockefeller Financial LLC. Barry has been in the financial industry for over 8 years. Barry is licensed to provide investment advice in 36 states and the District of Columbia. Barry's experience includes working with both individuals and institutions, and he has a particular interest in serving the needs of high-net-worth clients. Barry is committed to providing his clients with personalized financial planning and investment management services to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
11/04/2022 - Present
Rockefeller Financial LLC (Dallas TX)
TX
10/22/2015 - 11/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 11/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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