Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Edward Johnson is a financial advisor with Truist Advisory Services, Inc. Vincent has over 20 years of experience in the financial services industry and holds Series 7, 63, and 66 licenses. He is registered with the state of North Carolina as both a Broker-Dealer and Investment Advisor Representative. Vincent is dedicated to helping his clients achieve their financial goals. He provides a range of services including financial planning, portfolio management for individuals and businesses, and wrap fee product and financial profiling services. Vincent also serves as a board member for the Western Piedmont Council of Governments, offering financial guidance to graduates of the Regional Housing Authority's Family Self-Sufficiency Program.
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.
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2
NC
01/03/2024 - Present
Truist Advisory Services, Inc. (Hickory NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/30/2001 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HICKORY NC)
NJ
12/07/1999 - 03/15/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BOTH
Issued 03/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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