Stacy HowarthCRD Number: 5274773
Current Firm: D.a. Davidson & Company
Stacy Howarth (CRD# 5274773) is an Investment Advisor Representative working at D.a. Davidson & Company in Salt Lake City, UT and has over 2 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|D.a. Davidson & Company||Salt Lake City, UT||Aug 2015 - Current||1|
|First Command Financial Planning, Inc.||Salt Lake City, UT||Feb 2014 - Aug 2015||1|
|Lefavi Wealth Management||Salt Lake City, UT||Mar 2006 - Feb 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV