Unclaimed
Eric Laurin Johnson is an investment advisor representative with Truist Advisory Services, Inc. Eric has been in the financial services industry since January 2, 2009. Eric previously worked for BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, CUSO Financial Services, L.P., J.P. Morgan Securities LLC, Chase Investment Services Corp., ING Financial Partners, Inc., and NYLIFE Securities LLC. Eric holds Series 6, 7, 63, and 66 licenses as well as the SIE.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (AUSTIN TX)
VA
02/01/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
12/28/2015 - 01/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
10/21/2014 - 12/01/2015
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
FL
10/01/2012 - 10/13/2014
J.P. MORGAN SECURITIES LLC (PINELLAS PARK FL)
FL
05/27/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LARGO FL)
MI
08/01/2008 - 12/03/2010
ING FINANCIAL PARTNERS, INC. (SAINT JOSEPH MI)
IA
04/29/2008 - 06/19/2008
NYLIFE SECURITIES LLC (WEST DES MOINES IA)
BOTH
Issued 11/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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