Howard R. Johnson

CRESTVIEW WEALTH MANAGEMENT

ROCKWALL, TX 75032

Some features on this profile are disabled

CRD#: 6294312

Professional summary

Howard Reid Johnson III, who also goes by Reid Johnson, is a registered financial advisor currently at CRESTVIEW WEALTH MANAGEMENT, LLC located in Rockwall, Texas.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Howard has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reid Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; ROCKWALL, TX; ANNUITES, LIFE INSURANCE, LONG-TERM CARE; 10 HOURS A WEEK; 5 DURING SECURITIES TRADING HOURS; 05/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Reid Johnson III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 16, 2025 - Present

CRESTVIEW WEALTH MANAGEMENT, LLC

Office #1: 6540 Alliance Drive Suite 120, Rockwall, TX 75032

RIA

CRD#: 334092

ROCKWALL, TX

Past

May 24, 2024 - February 5, 2025

IAMS WEALTH MANAGEMENT, LLC

RIA

CRD#: 286085

Rockwall, TX

Past

February 15, 2022 - June 30, 2022

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Heath, TX

Past

March 17, 2014 - July 20, 2022

LAKE POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 170398

HEATH, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/2014

Uniform Investment Adviser Law Examination

Current Firm

CRESTVIEW WEALTH MANAGEMENT, LLC

CRD#: 334092 / SEC#:

Texas

Registered Investment Advisory firm - (1/16/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6540 Alliance Drive Suite 120, Rockwall, TX 75032

Mailing Address

Phone number

(469) 338-5333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Howard R. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Reid Johnson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESTVIEW WEALTH MANAGEMENT, LLC

IAMS WEALTH MANAGEMENT, LLC

MERCER GLOBAL ADVISORS INC.

LAKE POINT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2014

Current Firm

CRESTVIEW WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

CRESTVIEW WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors