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John Franklin Merrill

Tanglewood Total Wealth Management, Inc.

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About John Franklin Merrill

John Franklin Merrill is a financial advisor registered with Tanglewood Total Wealth Management, Inc. in Houston, Texas. John has been in the financial services industry since 1975 and has held positions with several firms. John currently holds the following securities licenses: Series 1, 7, 24, 27, and 63. John's specialties include providing financial planning services, portfolio management for businesses, and portfolio management for individuals.

Firm Information

John Merrill is currently registered with Tanglewood Total Wealth Management, Inc.. Tanglewood Total Wealth Management, Inc. is a Houston, TX-based registered investment advisor with $1,305,375,189 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Tanglewood Total Wealth Management, Inc.

1400 POST OAK BLVD

HOUSTON, TX 77056

$1.31B

Assets Under Management

Not reported

Total Clients

9

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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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.

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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percentage of assets

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

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John Merrill’s Registration & Firm History

TX

02/01/2000 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

NA

04/23/1986 - 12/31/1991

INVESTMENT BROKERAGE SERVICES, INC.

NA

02/24/1984 - 05/17/1986

LOWRY FINANCIAL SERVICES CORPORATION

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Licenses & Designations

BC

Issued 02/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/1986

Series 27 - Financial and Operations Principal Examination

BC

Issued 09/05/1984

Series 24 - General Securities Principal Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

BC

Issued 03/14/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Franklin Merrill.
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