Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Johnson is a financial advisor with over 40 years of experience in the industry. She is a registered representative with B. Riley Wealth Advisors, Inc. and holds licenses in Oklahoma and Texas. She is also a registered investment advisor and holds licenses in Oklahoma and Texas. Prior to joining B. Riley Wealth Advisors, Inc., Margaret worked at Sanders Morris Harris Inc., U.S. Bancorp Piper Jaffray Inc., Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc., and Stifel, Nicolaus & Company, Incorporated.
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.
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
OK
08/27/2022 - Present
B. Riley Wealth Advisors, Inc. (Tulsa OK)
OK
12/02/2003 - 12/14/2012
SANDERS MORRIS HARRIS INC. (TULSA OK)
MN
09/01/1999 - 12/05/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
03/02/1998 - 09/22/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
03/20/1995 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
MO
07/09/1986 - 03/23/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
01/19/1981 - 07/14/1986
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Margaret Johnson is the right advisor for you? Invested Better is here to help.
