Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
7yrs
John Healey
Financial advisor at Merrill
John Healey is a fiduciary financial advisor in Raleigh, North Carolina, with 7 years in the industry. John joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office4242 Six Forks Rd, Raleigh, NC 27609
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMerrillCurrent firm
Contact John
(800) 637-7455Firm headquarters in New York, NY. Ask for John. 4242 Six Forks RdRaleigh, NC 27609Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Merrill at (800) 637-7455 and ask for John Healey. John works from the Raleigh, NC office.
How long has John been a financial advisor?
John has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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