Howard Lodge (CRD# 1420474) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quantum Financial Advisors Inc. | Rockville, MD | Mar 2015 - Current | 9 |
| Retired | Bloomington, IN | Mar 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- IN
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts332ACCOUNTS
-
Average Account Value$431,180
- 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
DC, FL, IN, MD, NV, PA, VA
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