Unclaimed Profile

Howard Reid Johnson

LAKE POINT WEALTH MANAGEMENT, LLC·HEATH, Texas

Series 65Clean record12 years registeredLAKE POINT WEALTH MANAGEMENT, LLC

1 HORIZON COURT, HEATH, TX 75032CRD# 6294312Firm CRD# 170398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howard Reid Johnson · HEATH, TX

Registration

CRD #6294312 · LAKE POINT WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

CRESTVIEW WEALTH MANAGEMENT, LLC

Jan 2025 – present

IAMS WEALTH MANAGEMENT, LLC

May 2024 – Feb 2025

Rockwall, TX

MERCER GLOBAL ADVISORS INC.

Feb 2022 – Jun 2022

Heath, TX

LAKE POINT WEALTH MANAGEMENT, LLC

Mar 2014 – Jul 2022

HEATH, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAKE POINT WEALTH MANAGEMENT, LLC

CRD 170398 · SEC 801-110687

Employees

Total firm employees

Services offered by LAKE POINT WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at LAKE POINT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Howard Reid Johnson offer?

Howard Reid Johnson specializes in Investment Management, Fee-Only Advisory. Contact their office in HEATH, Texas for a consultation.

What are Howard Reid Johnson's credentials?

Howard Reid Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Reid Johnson located?

Howard Reid Johnson is based in HEATH, Texas, working with LAKE POINT WEALTH MANAGEMENT, LLC. Their office serves clients in the HEATH metropolitan area and surrounding communities.

How does Howard Reid Johnson charge for services?

Howard Reid Johnson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAKE POINT WEALTH MANAGEMENT, LLC?

LAKE POINT WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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