William Howard, financial advisor Memphis TN
87 score

William Howard

CRD Number: 1040874
Current Firm: William Howard & Co Financial Advisors, Inc.

William Howard (CRD# 1040874) is an Investment Advisor Representative working at William Howard & Co Financial Advisors, Inc. in Memphis, TN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
William Howard & Company Financial Advisors, Inc. Memphis, TN May 1987 - Current 29

William Howard has no recent exams reported.
Contact Info for William B. Howard
Phone Number: 901-761-5068
Firm Website: http://www.whcfa.com
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $403,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MS, TN, TX

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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