Karla Johnson
Karla Johnson is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Greensboro, NC, with 12 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
629 Green Valley Road, Ste 211, Greensboro, NC, 27408
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Karla is a member of the UNC Greensboro Planned Giving Network of Professional Advisors, attending monthly meetings. She also owns and works as a musician for Karla Davis Music, spending minimal time on this activity annually.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations18 states
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