Charles Howard, financial advisor Beachwood OH
96 score

Charles Howard

CRD Number: 5417718
Current Firm: Park Avenue Securities LLC

Charles Howard (CRD# 5417718) is an Investment Advisor Representative working at Park Avenue Securities LLC in Beachwood, OH and has over 8 years of experience in the finance industry. Charles 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.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Beachwood, OH Aug 2013 - Current 4
Guardian Life Insurance Beachwood, OH Jul 2013 - Current 4
Northwestern Mutual Investment Services, LLC Cleveland, OH May 2009 - Aug 2013 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2008 - Aug 2013 5
Miami University Oxford, OH Aug 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
Contact Info for Charles S. Howard
Phone Number: 1-888-600-4667
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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