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Eugene Reginald Johnson

Truist Advisory Services, Inc.

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About Eugene Reginald Johnson

Eugene Reginald Johnson is a financial advisor who has been working in the industry since 2007. Currently, Eugene is registered with Truist Advisory Services, Inc. in Florida. Eugene is also registered as an Investment Advisor Representative in Florida. Eugene has several designations including Series 7, Series 63, Series 66, Series 52TO, SIE, Series 24, Series 4, and Series 53 licenses. Eugene has previously worked with TIAA-CREF Individual & Institutional Services, LLC, Cambridge Investment Research, Inc., Citi, IFP Securities, LLC, and Independent Financial Partners.

Firm Information

Eugene Johnson is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eugene Johnson’s Registration & Firm History

FL

07/27/2021 - Present

Truist Advisory Services, Inc. (TAMPA FL)

FL

09/08/2020 - 07/16/2021

IFP SECURITIES, LLC (TAMPA FL)

GA

10/29/2018 - 03/09/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)

NC

10/08/2010 - 10/24/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

10/23/2009 - 10/08/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

04/07/2009 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

11/15/2007 - 03/18/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

02/12/2007 - 10/26/2007

E*TRADE SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 09/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2020

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/29/2020

Series 4 - Registered Options Principal Examination

BC

Issued 01/11/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Eugene Reginald Johnson. Review regulatory record here.
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