1. Wealthminder
  2. Saint Johns, FL
  3. Log in
  1. Log in
Richard Johnson, financial advisor Saint Johns FL

Richard Johnson

CRD Number: 1813496
Current Firm: Marian Financial Services Inc.
Compensation Model: Both
Richard Johnson (CRD# 1813496) is an Investment Advisor Representative working at Marian Financial Services Inc. in Saint Johns, FL and has over 28 years of experience in the finance industry. Richard Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
Similar Advisors
Catherine Stone, financial advisor Saint Johns FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Obyda Abushaib, financial advisor Saint Johns FL
Obyda Abushaib
CRD# 6942351
Fidelity Personal And Workplace Advisors
Similar Advisors
Kenneth Ackis, financial advisor Saint Johns FL
Kenneth W. Ackis
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Ini Referral Realty, Inc. Jacksonville, FL Jun 2017 - Current 6
Marian Financial Services, Inc. St. Johns, FL Oct 2008 - Current 15
Ria Rules, LLC St. Johns, FL Sep 2005 - Current 18
Ini Realty Investments, Inc. Jacksonville, FL Feb 2013 - Jun 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Richard A. Johnson
,
Phone Number: 904-460-2700
Advisor Website: http://www.marianfs.com
Firm Website: https://www.marianfs.com
Registered State(s):
  • CA
  • FL
  • TX
Current Firm Details
Marian Financial Services Inc.
Firm's CRD Number: 141456
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $347,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Firm Disclaimer:

Form ADV 2A and 2B disclosures are available on our web site at http://www.marianfs.com.

Ready to hire a financial advisor? Get competitive proposals from Richard Johnson and other advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.