William Howard, financial advisor Houston TX
100 score

William Howard

CRD Number: 5578891
Current Firm: Sunbelt Securities
Compensation Model: Both

William "Beau" Howard (CRD# 5578891) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 9 years of experience in the finance industry.

 

Sunbelt Securities is an independent Asset Management and Financial Planning firm based in Houston, Texas. Our clients are successful individuals who receive sophisticated money management and financial planning. A fully independent firm, we are able to provide unbiased financial advice, making the best choices for our clients based on their individual situations and preferences. Sunbelt Securities has the experience, resources, and dedication to personalized attention to provide high quality service

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Company Name Location Dates Years
Sunbelt Securities Inc. Houston, TX Jun 2010 - Current 7
Brazos Wealth Management (dba) Houston, TX Aug 2011 - Dec 2013 2
Ameriprise Financial Services Inc. Houston, TX Jul 2008 - Jun 2010 1
Marsha's Inc. Houston, TX Feb 2001 - Dec 2008 7
University Of Houston Houston, TX Aug 2004 - May 2008 3
Houston's Restaurant Houston, TX Apr 2005 - Jan 2008 2
Baseball Usa Houston, TX Apr 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
S7 General Securities Representative Examination (GS) Oct 2008
Contact Info for William R. Howard
Phone Number: 713-965-9510
Registered State(s):
  • FL
  • NC
  • TX
  • LA
  • SC
  • CO
  • HI
  • MO
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $209,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV

Firm Disclaimer:

Sunbelt Securities, Inc. does not accept time-sensitive transactional messages, including orders to buy and sell securities, via e-mail. The sender will not be responsible for the execution and/or carrying out of any instructions transmitted by e-mail. This information is intended to be confidential and solely for the use of those persons or entities to whom it is directed. It is not to be reproduced, retransmitted, or in any other manner redistributed. Sunbelt Securities, Inc. reserves the right to monitor and review the content of all e-mail communications sent and/or received by its representatives. Sunbelt Securities, Inc. and its affiliates do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. If you have received this e-mail in error please notify the sender immediately and then permanently delete this message from your system.

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100
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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