Howard Kite, financial advisor Lombard IL
96 score

Howard Kite

CRD Number: 1017428
Current Firm: Pks Advisory Services, LLC

Howard Kite (CRD# 1017428) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Lombard, IL and has over 35 years of experience in the finance industry. Howard Kite has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pks Advisory Services, LLC Albany, NY Jun 2013 - Current 3
Purshe Kaplan Sterling Investment Albany, NY Feb 2011 - Current 5
Pinnacle Wealth Managment LLC Lombard, IL Feb 2011 - Current 5
7 Guys Administrative Services Lombard, IL Jun 2010 - Current 6
Forum Financial Management, LP Lombard, IL Apr 2009 - Current 7
Genworth Financial Advisers Corp (fka Terra Fin Plan Grp) Schaumburg, IL May 1993 - Feb 2011 17
Genworth Financial Securities Corp (fka Terra Securities) Schaumburg, IL May 1993 - Feb 2011 17
Genworth Financial Securities Corporation Schaumburg, IL Oct 2005 - Mar 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
Contact Info for Howard S. Kite
Phone Number: (518) 426-5791
Firm Website: http://albanyadvisor.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    402
    MILLIONS
  • Total Number of Accounts
    2,443
    ACCOUNTS
  • Average Account Value
    $164,465
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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