John F. Merrill
Professional summary
John Franklin Merrill is a registered financial advisor currently at TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. located in Houston, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 3 firms and has passed the Series 63, Series 7, Series 1, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Franklin Merrill's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2000 - Present
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
Office #1: 1400 Post Oak Blvd Suite 800, Houston, TX 77056April 23, 1986 - December 31, 1991
INVESTMENT BROKERAGE SERVICES, INC.
February 24, 1984 - May 17, 1986
LOWRY FINANCIAL SERVICES CORPORATION
Primary Firm SEC Registration
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
CRD#: 107639 / SEC#: 801-38245
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2000)
Exams
Series 1
Date: 3/14/1975
Registered Representative ExaminationCurrent Firm
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
CRD#: 107639 / SEC#: 801-38245
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,294 |
| AUM (Assets Under Management) | $ 1,430,951,690 |
Red Flags
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