David HowellCRD Number: 1011311
Current Firm: Valmark Advisers, Inc.
David Howell (CRD# 1011311) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Clearwater, FL and has over 20 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Valmark Advisers, Inc.||Akron, OH||Apr 2014 - Current||3|
|Howell Insurance Advisors, LLC||Harbor Bluffs, FL||Jun 2012 - Current||5|
|Valmark Securities, Inc,||Harbor Bluffs, FL||Nov 2004 - Current||13|
|Minnesota Mutual/executive Agency||Akron, OH||Apr 1994 - Current||23|
|Manufacturers Life Insurance||Tampa, FL||Apr 1982 - Current||35|
|Howell , Inc.||Harbor Bluffs, FL||Nov 2004 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1997|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV