Thomas Howard (CRD# 4450952) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry. Thomas Howard 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Bedell Frazier Investment Counselling, LLC | Walnut Creek, CA | Oct 2020 - Current | 3 |
Zrc Wealth Management, LLC | Walnut Creek, CA | Nov 2018 - Oct 2020 | 1 |
Lodestar Private Asset Management,llc | Alamo, CA | Mar 2016 - Nov 2018 | 2 |
Retired | Olathe, KS | Jan 2008 - Feb 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2001 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
-
Total Assets Under Management722MILLIONS
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Total Number of Accounts1,749ACCOUNTS
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Average Account Value$413,002
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, LA, NJ, NV, NY, OR, PA, TX, VA, WA
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