Reuben Q Johnson
Advisor at Merrill — Anniston, AL Leighton Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Anniston, AL 36207
Merrill
Institution
Reuben Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he advises individuals, business owners, non-profit organizations, and foundations. His approach involves understanding clients' goals, needs, and future ambitions to provide investment advice focused on the client and their family. He seeks to develop long-term relationships and remain a trusted resource to help grow and preserve clients' financial wealth.
Johnson's expertise encompasses education planning, family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) designation.
He is involved in community service activities including volunteering with Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. Outside of his professional and community service commitments, he enjoys sporting activities such as football, basketball, golf, and cycling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Anniston, AL Leighton Ave
1011 Leighton Ave
Anniston AL 36207
Advisors at this office
5
Alabama
16 years of industry experience
Bank Of America, N.a.
2021 - Present • 5 years
Anniston, AL
Merrill
2021 - Present • 5 years
Anniston, AL
University of Alabama Birmingham
2020 - Present • 6 years
Birmingham, AL
BBVA Securities Inc.
2014 - 2021 • 7 years
Oxford, AL
BBVA Wealth Solutions Inc.
2014 - 2021 • 7 years
Oxford, AL
COMPASS Bank
2014 - 2021 • 7 years
Birmingham, AL
BBVA Compass Insurance Agency, Inc.
2014 - 2021 • 7 years
Austin, TX
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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