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Craig Sterling Johnson

Advisor at Raymond James Financial — Sulphur Springs, TX Oak Avenue

Updated today

Credentials

CFP®, Series 66

Experience

16 years

Location

Sulphur Springs, TX 75482

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Craig Johnson is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 12 years. Outside of his advisory role, Johnson holds leadership positions in several local businesses, including outdoor advertising firms and real estate development entities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting using advanced analytical tools and supports specialized services such as municipal advising and SIMPLE IRA employer consulting.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Sulphur Springs, TX Oak Avenue

513 Oak Avenue

Sulphur Springs TX 75482

Advisors at this office

3

Most active in

Texas

Work history

16 years of industry experience

Raymond James Financial Services Advisors, Inc.

2022 - Present • 4 years

Sulphur Springs, TX

Raymond James Financial Services, Inc.

2022 - Present • 4 years

Sulphur Springs, TX

Edward Jones

2010 - 2022 • 12 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Laura D

CFP®, Series 63, Series 66

Sulphur Springs, TX

Berthel, Fisher & Company Financial Services, Inc.

Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Nathan C

Series 63, Series 66

Sulphur Springs, TX

Berthel, Fisher & Company Financial Services, Inc.

Nathan Crouch is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX. He holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to his current roles, he has been with BFC Planning, Inc. since 2019 and Berthel Fisher & Company Financial Services since 2016. Outside of advisory work, he is involved as an insurance agent with two local agencies. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily for individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management, third-party arrangements, and variable annuity sub-account management.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Adriana C

Series 66

Sulphur Springs, TX

Edward Jones

Adriana Camacho is a financial advisor at Edward Jones with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Merren Law Office, Everything Unique, Doordash, and Sulphur Springs Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Chettamra A

Series 66, Series 63

Sulphur Springs, TX

Raymond James Financial

Chettamra Alexander is a financial advisor with Raymond James Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has held roles at Raymond James Financial Services since 2007. In addition to his advisory work, he serves as Branch Manager at Alliance Bank in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports advisory programs as well as institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Reagan L

CFP®, Series 66

Sulphur Springs, TX

Raymond James Financial

Reagan Lowrance is a CFP® and holds a Series 66 license, currently advising at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, Lowrance worked briefly at Stavis & Cohen Financial and spent five years at Texas Tech University. In addition to advisory duties, Lowrance is involved with Rising Wealth Management, LLC, a support company based in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a non-discretionary approach focused on fact-finding and analytical tools to align investment recommendations with client goals, supporting implementation through advisory programs and other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Troy L

Series 66

Sulphur Springs, TX

Raymond James Financial

Troy Lopez is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank of Sulphur Springs for 18 years. Outside of advising, he is a partner in a custom hay baling operation with his brothers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports advisory programs, institutional consulting, and portfolio management across a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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