Frank Howard (CRD# 6248476) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Millburn, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Millburn, NJ | Jul 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Millburn, NJ | Jul 2021 - Current | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jun 2021 | 2 |
| Fidelity Brokerage Services LLC | Bridgewater, NJ | Oct 2017 - Jun 2021 | 3 |
| Axa Advisors, LLC | New York, NY | Sep 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- NJ
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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