Nancy HowardCRD Number: 1786676
Current Firm: Spectrum Asset Management Inc.
Nancy Howard (CRD# 1786676) is an Investment Advisor Representative working at Spectrum Asset Management Inc. in Newport Beach, CA and has 1 year of experience in the finance industry. Nancy Howard 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Spectrum Asset Management Inc.||Newport Beach, CA||Mar 2012 - Current||5|
|Harrigan & Howard Financial Advisors, LLC||Newport Beach, CA||Jan 1997 - Mar 2012||15|
Total Assets Under Management434MILLIONS
Total Number of Accounts773ACCOUNTS
Average Account Value$561,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, HI, TX