James HowardCRD Number: 1777319
Current Firm: Pinkerton Retirement Specialists, LLC
James Howard (CRD# 1777319) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Spokane, WA and has over 30 years of experience in the finance industry. James 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.
Selkirk Wealth Advisors, LLC
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
|Pinkerton Retirement Specialists, LLC||Coeur D'alene, ID||Feb 2014 - Current||4|
|Estate Strategies, Inc.||Spokane, WA||Jan 1997 - Current||21|
|Lpl Financial, LLC||Spokane, WA||Sep 2009 - Sep 2014||5|
|Abridge Partners, LLC||Spokane, WA||Oct 2007 - Apr 2014||6|
|Associated Securities Corp||Spokane, WA||Apr 2009 - Sep 2009||< 1|
|Fsc Securities Corporation||Spokane, WA||Jan 1998 - Apr 2009||11|
|Strategic Insurance Services, Inc.||Spokane, WA||Jan 1998 - Feb 2009||11|
|Ffr Advisory LLC||Seal Beach, CA||Jan 1998 - Dec 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
Total Assets Under Management377MILLIONS
Total Number of Accounts2,245ACCOUNTS
Average Account Value$167,896
- 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
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, ID, MN, NE, NV, OH, OR, TX, UT, WA
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