EJ
CFP
EJ
CFP

Eugene Johnson

29 Years of Experience
Mount Pleasant, SC
Broker

Eugene Johnson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Pleasant, SC, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

530 Johnnie Dodds Boulevard, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eugene is a trustee for the Johnson Family ILIT, dedicating minimal time to this role. He also works as an associate/employee for JohnsonCole Private Wealth Group, Pinnacle Asset Management, and Pinnacle Financial Partners, spending about half of his time or more on each of these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - March 2018 · 1 yr 6 mos
Suntrust Investment Services, INC.
January 2010 - December 2016 · 6 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 2010 - March 2018 · 8 yrs 2 mos
Morgan Keegan & Company, INC.Broker
March 2005 - February 2010 · 4 yrs 11 mos
Morgan Keegan & Company, INC.
March 2005 - February 2010 · 4 yrs 11 mos
UBS Financial Services INC.Broker
August 2000 - March 2005 · 4 yrs 7 mos
UBS Financial Services INC.
August 2000 - March 2005 · 4 yrs 7 mos
J.C. Bradford & CO.Broker
July 1998 - August 2000 · 2 yrs 1 mo
John Hancock Distributors, INC.Broker
December 1996 - June 1998 · 1 yr 6 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1996 - May 1997 · 5 mos
State Registrations15 states
ALCOFLGAKSLAMAMINCOHOKPASCTXVA
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.
Eugene Johnson - Financial Advisor | TrueAdvisor