Howell Neville (CRD# 2404560) is an Investment Advisor Representative working at The Pines Wealth Management, LLC in Southern Pines, NC and has over 30 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Pines Wealth Management, LLC | Southern Pines, NC | Mar 2024 - Current | < 1 |
| Purshe Kaplan Sterling Investments, Inc. | Southern Pines, NC | Mar 2024 - Current | < 1 |
| Bank Of America,na | Pinehurst, NC | Sep 2009 - Mar 2024 | 14 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pinehurst, NC | Aug 1994 - Mar 2024 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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