Allison Howard (CRD# 7832160) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has 1 year of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joule Financial | Lexington, KY | May 2023 - Current | 1 |
| Radwan, Brown, & Company | Lexington, KY | Jan 2021 - Apr 2023 | 2 |
| Chick-fil-a | Lexington, KY | May 2014 - Jan 2021 | 6 |
| Student | Nicholasville/wilmore, KY | Aug 2004 - May 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- KY
- TX
-
Total Assets Under Management332MILLIONS
-
Total Number of Accounts1,822ACCOUNTS
-
Average Account Value$182,211
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, GA, IN, KY, LA, NC, NH, OH, TN, TX, VA
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