Vance
Johnson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4313313
Investment Advisor
in Lewiston, ME

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About this Advisor

Vance Johnson is a financial advisor working out of Lewiston, Maine, who has been in the advisory business for 14 years. Johnson is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Johnson has gained experience at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Johnson has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Maine and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company operating in Lewiston, Maine. The firm has offices in 3,270 locations and a total of 36,383 people on staff. It has $962 billion in assets between its 2,529,169 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 4,927 charities and foundations. Of its 2,529,169 customer accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice are based on which services the firm provides the client. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

415 Lisbon St
Lewiston, ME 04243

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

ME Average: $7,464,549,021
Total Number of Employees

36,383

ME Average: 88
Total Number of Accounts

2,529,169

ME Average: 3,892
Average Account Size

$380,383

ME Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Vance Johnson Work History

Vance has 14 years of experience.

2009 - Present (12 years)

Bank Of America, N.A

2006 - Present (15 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Vance Johnson has no disclosures.

Please visit their SEC profile for more details.

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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