HJ
HJ

H Johnson

37 Years of Experience
Myrtle Beach, SC
1 DisclosureBroker

H Johnson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Myrtle Beach, SC, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

2024 Corporate Centre Dr, Myrtle Beach, SC, 29577

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Other Business Activities

H is a trustee for an irrevocable trust for his mother, an owner of Clemson Boys LLC (a rental property), an officer of Independent Coin Company (family business), and an officer of Three Bells Enterprises (family partnership). These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1992 - Present · 33 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1990 - Present · 36 yrs 2 mos
Previous Registrations
First Investors CorporationBroker
January 1989 - February 1990 · 1 yr 1 mo
State Registrations28 states
ALAZCACOCTFLGAIDILINMAMDMIMSNCNJNYOHORPASCTNTXVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
H Johnson - Financial Advisor | TrueAdvisor