CJ
CFP
CJ
CFP

Craig Johnson

22 Years of Experience
Nashua, NH
Broker

Craig Johnson is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Nashua, NH, with 22 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
787 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.25%
$500K - $1.0M1.13%
$1.0M - $2.0M1.08%
$2.0M - $5.0M1.03%
$5M+0.98%

Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

238 Main Street, Ms: Nh481, Nashua, NH, 03060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citizens Securities, INC.Broker
November 2019 - Present · 6 yrs 11 mos
Citizens Securities, INC.
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
February 2016 - March 2019 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
February 2016 - March 2019 · 3 yrs 1 mo
Santander Securities LLCBroker
July 2013 - March 2014 · 8 mos
Santander Securities
July 2013 - March 2014 · 8 mos
MML Investors Services, LLCBroker
February 2012 - June 2013 · 1 yr 4 mos
MML Investors Services, LLC
February 2012 - June 2013 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
November 2010 - November 2011 · 1 yr
Ameriprise Financial Services, INC.
November 2010 - November 2011 · 1 yr
LPL Financial CorporationBroker
June 2010 - November 2010 · 5 mos
LPL Financial Corporation
June 2010 - November 2010 · 5 mos
Fidelity Personal Trust Company, Fsb
November 2005 - March 2007 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
December 2004 - March 2010 · 5 yrs 3 mos
Strategic Advisers, INC.
December 2004 - March 2010 · 5 yrs 3 mos
Edward JonesBroker
February 2004 - November 2004 · 9 mos
Strategic Advisers, INC.
December 2003 - February 2004 · 2 mos
Fidelity Brokerage Services LLCBroker
February 2001 - February 2004 · 3 yrs
State Registrations3 states
FLMANH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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