Joseph Howe, financial advisor Akron PA
96 score

Joseph Howe

CRD Number: 3119419
Current Firm: Infinex Investments, Inc.

Joseph Howe (CRD# 3119419) is an Investment Advisor Representative working at Infinex Investments, Inc. in Akron, PA and has over 18 years of experience in the finance industry. Joseph Howe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Akron PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
James Williams, financial advisor Akron PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Score
100
Similar Advisors
Shayne Beecher, financial advisor Akron PA
Shayne W. Beecher
CRD# 4247234
Rbc Capital Markets, LLC
Score
98
Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jun 2015 - Current 1
Ephrata National Bank Ephrata, PA Oct 2000 - Current 16
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - May 2015 2
Financial Network Investment Corporation El Segundo, CA May 2003 - Dec 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Joseph J. Howe
Phone Number: 203-599-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Joseph Howe and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.