Donald Howard (CRD# 5997090) is an Investment Advisor Representative working at Innovation Partners LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
CRD# 3089483
Prospera Financial Services, Inc.
Score
94
CRD# 2500734
Dalton Financial LLC
Score
103
CRD# 2082331
M Holdings Securities, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dba (doing Business As ) - Pillar Financial | Eulesa, TX | Jun 2017 - Current | < 1 |
| Innovation Partners LLC | Charlotte, NC | Sep 2016 - Current | 1 |
| Guardian Life Ins | Irving, TX | May 2016 - Current | 1 |
| Park Avenue Securities | Irving, TX | Jun 2016 - Sep 2016 | < 1 |
| Sagepoint Financial | Dallas, TX | Aug 2015 - Apr 2016 | < 1 |
| Metlife Securities Inc. | Dallas, TX | Jan 2015 - Aug 2015 | < 1 |
| New England Securities | Dallas, TX | Sep 2013 - Aug 2015 | 1 |
| Eagle Strategies LLC | Fort Worth, TX | Mar 2013 - Sep 2013 | < 1 |
| Nylife Securities LLC | Fort Worth, TX | Jun 2012 - Sep 2013 | 1 |
| New York Life Insurance Co | Fort Worth, TX | Nov 2011 - Sep 2013 | 1 |
| Pillar Asset Mngt | Arlington, TX | Oct 2008 - Dec 2011 | 3 |
| Christian Bros Auto | Arlington, TX | Jan 2004 - Feb 2011 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- TX
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts991ACCOUNTS
-
Average Account Value$111,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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