Warren Howard, financial advisor Lexington KY
93 score

Warren Howard

CRD Number: 1048801
Current Firm: On Investment Management Co

Warren Howard (CRD# 1048801) is an Investment Advisor Representative working at On Investment Management Co in Lexington, KY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lexington Financial Service Lexington, KY Jan 2004 - Current 12
The O.n. Equity Sales Company Lexington, KY Aug 1985 - Current 31
Ohio National Life Insurance Cincinnati, OH Sep 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Warren N. Howard
Phone Number: 855-262-0913
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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