Howard Financial

Howard Financial (CRD# 155323) is a financial advisory firm headquartered in Bakersfield, CA. They manage $44,490,000 in 203 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5401 Business Park S., #112, Bakersfield, CA 93309
https://www.facebook.com/lancehowardfinancial
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $219,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Howard Financial
Showing 1 - 1 of 1 top financial advisors.
1
Lance Howard, financial advisor Bakersfield CA
Lance R. Howard
CRD#: 5701234
5401 Business Park S., #112, Bakersfield, CA 93309

Lance Howard (CRD# 5701234) is an Investment Advisor Representative working at Howard Financial in Bakersfield, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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