William Howard & Company Financial Advisors, Inc.

William Howard & Company Financial Advisors, Inc. (CRD# 105959) is a financial advisory firm headquartered in Memphis, TN. They manage $290,252,431 in 522 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6410 Poplar Ave, Suite 330, Memphis, TN 38119
http://www.whcfa.com
By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $556,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MS, TN, TX

Financial Advisors at William Howard & Company Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Heather Coulter, financial advisor Memphis TN
Heather M. Coulter
CRD#: 4207040
6410 Poplar Ave, Suite 330, Memphis, TN 38119

Heather Coulter (CRD# 4207040) is an Investment Advisor Representative working at William Howard & Company Financial Advisors, Inc. in Memphis, TN and has over 23 years of experience in the finance industry.

2
William Howard, financial advisor Memphis TN
William B. Howard
CRD#: 1040874
6410 Poplar Avenue, Suite 330, Memphis, TN 38122

William Howard (CRD# 1040874) is an Investment Advisor Representative working at William Howard & Company Financial Advisors, Inc. in Memphis, TN and has 1 year of experience in the finance industry.

3
Brian Barthol, financial advisor Memphis TN
Brian D. Barthol
CRD#: 2900440
6410 Poplar Ave, Suite 330, Memphis, TN 38119

Brian Barthol (CRD# 2900440) is an Investment Advisor Representative working at William Howard & Company Financial Advisors, Inc. in Memphis, TN and has 1 year 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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