Joseph Howard, financial advisor Pittsburgh PA

Joseph Howard

CRD Number: 6639006
Current Firm: Captrust

Joseph Howard (CRD# 6639006) is an Investment Advisor Representative working at Captrust in Pittsburgh, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Partners, Llc. (captrust) Raleigh, NC Jan 2021 - Current 3
Private Wealth Advisors, Inc. Greensburg, PA Jul 2019 - Jan 2021 1
Lincoln Investment Pittsburgh, PA Jan 2017 - Jun 2019 2
Axa Advisors, LLC New York, NY Jul 2016 - Jan 2017 < 1
St. Vincent College Latrobe, PA Aug 2012 - May 2016 3
St. Vincent College Latrobe, PA Sep 2015 - Mar 2016 < 1
Axiall Corporation Pittsburgh, PA May 2015 - Aug 2015 < 1
St. Vincent College/benedictine Society Latrobe, PA Jul 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Joseph C. Howard
Phone Number: 919-870-6822
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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)
  • Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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