Richard Johnson
CRD Number: 1813496Current Firm: Marian Financial Services Inc.
Compensation Model: Both
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1575083
Ameriprise Financial Services, LLC
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 |
- CA
- FL
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$347,769
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, TX
Form ADV 2A and 2B disclosures are available on our web site at http://www.marianfs.com.
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