Robert Howard (CRD# 7327219) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Charlottesville, VA and has over 2 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Knights Of Columbus Asset Advisors | New Haven, CT | Apr 2021 - Current | 3 |
Knights Of Columbus Insurance | New Haven, CT | Apr 2020 - Current | 4 |
Unemployed | Richmond, VA | Mar 2020 - Mar 2020 | < 1 |
Esi | Virginia Beach, VA | Oct 2019 - Mar 2020 | < 1 |
Comcast Business | Richmond, VA | Mar 2018 - Oct 2019 | 1 |
Qlarion | Reston, VA | Aug 2017 - Mar 2018 | < 1 |
Hbp | Hagerstown, VA | Jul 2016 - Aug 2017 | 1 |
Mako Medical Laboratories | Raleigh, NC | Jun 2015 - Jul 2016 | 1 |
Dispatch.com | Reston, VA | Jan 2015 - May 2015 | < 1 |
Mythics | Virginia Beach, VA | Jul 2014 - Dec 2014 | < 1 |
Flexera Software | Shaumburg, IL | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- PA
- VA
-
Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
-
Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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