Durant Wealth Mgmt Advisory Services

Durant Wealth Mgmt Advisory Services (CRD# 166863) is a financial advisory firm headquartered in , . They manage $4,086,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Durant Wealth Mgmt Advisory Services
Showing 1 - 1 of 1 top financial advisors.
William D. Howard
CRD#: 728956
Mooresville, NC

William Howard (CRD# 728956) is an Investment Advisor Representative working at Durant Wealth Mgmt Advisory Services in Mooresville, NC and has over 36 years of experience in the finance industry. William 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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