Sulphur Springs, TX Oak Avenue Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
513 Oak Avenue
Sulphur Springs TX 75482
Advisors at this office
3
Advisors at this office
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.
Emily A
Series 66
Sulphur Springs, TX
Raymond James Financial
Emily Atkinson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Plains Capital Bank, Northwestern Mutual, and various educational institutions including Texas Christian University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Craig J
CFP®, Series 66
Sulphur Springs, TX
Raymond James Financial
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.
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