James Howard, financial advisor Spokane WA
96 score

James Howard

CRD 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 28 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.

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Professional Designations
Company Name Location Dates Years
Pinkerton Retirement Specialists, LLC Coeur D'alene, ID Feb 2014 - Current 2
Estate Strategies, Inc. Spokane, WA Jan 1997 - Current 19
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
Contact Info for James D. Howard
Phone Number: 800-634-2008
Registered State(s):
  • ID
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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