Andrew Howard (CRD# 4752191) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 20 years of experience in the finance industry. Andrew Howard 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# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Betterwealth LLC | San Jose, CA | Jul 2017 - Current | 6 |
| Edward Jones | St. Louis, MO | Jan 2004 - Jul 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- CA
-
Total Assets Under Management502MILLIONS
-
Total Number of Accounts1,254ACCOUNTS
-
Average Account Value$400,102
- A percentage of assets under your management
- 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
CA, NY, OR, TX, UT, WA
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