Howard Financial & Wealth Management, Inc.

Howard Financial & Wealth Management, Inc. (CRD# 155323) is a financial advisory firm headquartered in Bakersfield, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA

Financial Advisors at Howard Financial & Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William J. Lehman
CRD#: 6259076
5401 Business Park S., #112, Bakersfield, CA 93309
89
Wealthminder
score

William Lehman (CRD# 6259076) is an Investment Advisor Representative working at Howard Financial & Wealth Management, Inc. in Bakersfield, CA and has over 3 years of experience in the finance industry.

2
Lance R. Howard
CRD#: 5701234
5401 Business Park S., #112, Bakersfield, CA 93309
83
Wealthminder
score

Lance Howard (CRD# 5701234) is an Investment Advisor Representative working at Howard Financial & Wealth Management, Inc. in Bakersfield, CA and has over 7 years of experience in the finance industry.

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