Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcia? Claim Your ProfileMarcia Johnson is a financial advisor with over 20 years of experience in the industry. Marcia holds the Series 7, 9, 10, 24, 51, 52, 53, and 63 licenses, as well as the Series 65 license. Marcia is currently registered with Charles Schwab & CO., Inc. in Texas and has previously worked with USAA Financial Advisors, Inc., Waddell & Reed, Inc., and Morgan Stanley Smith Barney. Marcia provides a variety of financial services, including financial planning, selection of other advisors, and wrap fee programs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
08/23/2021 - Present
Charles Schwab & CO., Inc. (Forney TX)
TX
11/14/2011 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
08/27/2010 - 03/03/2011
WADDELL & REED, INC. (EL PASO TX)
TX
06/01/2009 - 09/20/2010
MORGAN STANLEY SMITH BARNEY (EL PASO TX)
TX
07/09/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EL PASO TX)
IA
Issued 04/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/12/2012
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 07/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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