Richard Howells (CRD# 4612548) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 21 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services LLC | San Antonio, TX | Aug 2022 - Current | 1 |
| Kestra Private Wealth Services LLC | San Antonio, TX | Aug 2022 - Current | 1 |
| Raymond James & Associates | Boerne, TX | Jul 2018 - Aug 2022 | 4 |
| Ameriprise Financial Services, Inc. | San Antonio, TX | Mar 2016 - Jul 2018 | 2 |
| Edward Jones | St. Louis, MO | Nov 2002 - Mar 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- TX
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Total Assets Under Management7,300MILLIONS
-
Total Number of Accounts21,652ACCOUNTS
-
Average Account Value$337,139
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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