Marlin HowardCRD Number: 3086132
Current Firm: H.d. Vest Advisory Services, Inc.
Marlin Howard (CRD# 3086132) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Enfield, CT and has over 18 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|H.d. Vest Investment Services||Enfield, CT||Jul 1998 - Current||19|
|Marlin G. Howard, Cpa, Pc||Enfield, CT||Jan 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV