Durant Wealth Mgmt Advisory Services
Durant Wealth Mgmt Advisory Services (CRD# 166863) is a financial advisory firm headquartered in , . They manage $4,100,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$215,789
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Howard (CRD# 728956) is an Investment Advisor Representative working at Durant Wealth Mgmt Advisory Services in Mooresville, NC and has over 35 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.