Howard Case (CRD# 4494963) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 22 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founders Capital Management, LLC | East Hartford, CT | Jan 2004 - Current | 20 |
| Case, Corrado, Yazmer & Company, P.c. | East Hartford, CT | Oct 1970 - Dec 2020 | 50 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- CT
- TX
-
Total Assets Under Management694MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$1,454,530
- 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
CT, FL, MA, NH, NY, TX, WA
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