Carl Howe, financial advisor Cincinnati OH
93 score

Carl Howe

CRD Number: 5543911
Current Firm: Horter Investment Management, LLC

Carl Howe (CRD# 5543911) is an Investment Advisor Representative working at Horter Investment Management, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Jan 2015 - Current 1
Val-trust Financial Group Plano, TX Mar 2009 - Current 7
Val-trust Capital Partners, LLC Dallas, TX Jun 2009 - Dec 2014 5
Puritan Investment Advisors, Inc. Addison, TX Jun 2008 - Mar 2009 < 1
Puritan Financial Group, Inc. Addison, TX Feb 1997 - Mar 2009 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Carl E. Howe
Phone Number: 513-984-9933
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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