Donald Howard, financial advisor Charlotte NC
93 score

Donald Howard

CRD Number: 5997090
Current Firm: Innovation Partners LLC

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.

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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
Contact Info for Donald B. Howard
Phone Number: 704-708-5461
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    991
    ACCOUNTS
  • Average Account Value
    $111,688
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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