John Howe (CRD# 6085199) is an Investment Advisor Representative working at Generation Capital Management LLC in Pittsford, NY and has over 11 years of experience in the finance industry. John Howe 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.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Generation Capital Management LLC | Pittsford, NY | Oct 2021 - Current | 2 |
| Lpl Financial | Fairport, NY | Aug 2020 - Oct 2021 | 1 |
| Wells Fargo Clearing Services, LLC | Rochester, NY | Nov 2016 - Aug 2020 | 3 |
| Wells Fargo Advisors, LLC | Rochester, NY | Jul 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- NY
-
Total Assets Under Management917MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$2,837,740
- 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
- Pension consulting services
- Educational seminars/workshops
FL, NH, NY
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