Margaret Johnson
Margaret Johnson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Tulsa, OK, with 45 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
2100 South Utica Avenue, Suite 100, Tulsa, OK, 74114
Get directionsHistory
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
Margaret is the chair of the Endowment Fund Committee for the Junior League of Tulsa, conducting quarterly meetings. This volunteer activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Sanders Morris Harris INC.
Smh Capital Advisors, INC.
Sanders Morris Harris INC.Broker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations18 states
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.