Unclaimed
Drew Johnson is a financial advisor registered with Ameriprise Financial Services, LLC. Drew has been in the financial services industry since November 1, 2011. Drew is licensed to provide securities and investment advisory services in multiple states, including Louisiana and Texas. Drew has held previous positions with Raymond James Financial Services, Inc., Capital One Investment Services LLC, and Summit Brokerage Services, Inc. Drew has experience providing financial planning and investment advice to individuals, corporations, businesses, and trusts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
LA
06/29/2021 - Present
Ameriprise Financial Services, LLC (GONZALES LA)
LA
06/27/2014 - 01/25/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAFAYETTE LA)
LA
05/31/2013 - 06/27/2014
CAPITAL ONE INVESTMENT SERVICES LLC (LAFAYETTE LA)
LA
12/07/2010 - 06/18/2012
SUMMIT BROKERAGE SERVICES, INC. (LAFAYETTE LA)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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