Karla
Johnson
Stifel, Nicolaus & Company, Inc
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About this Advisor
Karla Johnson is a financial advisor operating out of Greensboro, North Carolina, with 1 year of relevant experience. Johnson is on the advisory team at Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at 3 Chord Entertainment, LLC, Poptv Nashville, Karla Davis Music, Axa Advisors, LLC, Principal Life Insurance Company, Principal Securities Inc and Stifel, Nicolaus & Company, Inc. Johnson holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in North Carolina and Texas. Stifel, Nicolaus & Company, Inc is an advisory business based out of Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 people on staff. It oversees $133 billion in assets under management across its 334,814 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 accounts, 24% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a wide array of services, including 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 educational seminars. Fees for financial management usually depend on which service is offered. Fee types billed by Stifel, Nicolaus & Company, Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
- Educational seminars/workshops
Karla Johnson Work History
Karla has been registered as a financial advisor for 1 years.*
Stifel, Nicolaus & Company, Inc
Principal Life Insurance Company
Principal Securities Inc
Poptv Nashville
Axa Advisors, LLC
3 Chord Entertainment, LLC
Karla Davis Music
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karla Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Saint Louis, MO
Baltimore, MD
Covington, KY
Chicago, IL
Sioux Falls, SD
Chattanooga, TN
Palm Desert, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
