Laura Beth Ballard

Advisor at Edward Jones — Sulphur Springs, TX

Updated today

Credentials

Series 66

Experience

2 years

Location

Sulphur Springs, TX

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Laura Ballard is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for L3Harris for 13 years. Outside of her advisory role, she coaches a competitive gymnastics team in Sulphur Springs, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sulphur Springs, TX

Sulphur Springs TX

Advisors at this office

1

Most active in

Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

L3Harris

2011 - 2024 • 13 years

Greenville, TX

Disclosures

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

Business activities & affiliations

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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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