William
Howard

Stifel, Nicolaus & Company, Inc

CRD#7472596
Investment Advisor
in Mobile, AL

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About this Advisor

William Howard is a financial advisor based in Mobile, Alabama, working with Stifel, Nicolaus & Company, Inc. William has previously held positions in the U.S. Navy, including roles at the Submarine Learning Center, Submarine On Board Training, USS Boise (SSN 764), USS Albany (SSN 753), Submarine Officer Advanced Course, and U.S. Special Operations Command, as well as at Stifel, Nicolaus & Company, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, William is part of Stifel, Nicolaus & Company, Inc, which operates out of Mobile, Alabama. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

3600 Springhill Business Park Suite 1000
Mobile, AL 36608

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

AL Average: $11,469,110,461
Total Number of Employees

6,534

AL Average: 458
Total Number of Accounts

348,524

AL Average: 33,415
Average Account Size

$428,231

AL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Howard Work History

2021 - Present (3 years)

U.S. Navy - Submarine Learning Center (Military Service)

2021 - Present (3 years)

Stifel, Nicolaus & Company, Inc

2020 - 2021 (1 year)

U.S. Navy - Submarine On Board Training (Military Service)

2017 - 2019 (2 years)

U.S. Navy - Uss Boise (Ssn 764) (Military Service)

2016 - 2017 (1 year)

U.S. Navy - Uss Albany (Ssn 753) (Military Service)

2016 - 2016 (< 1 year)

U.S. Navy - Submarine Officer Advanced Course (Military Service)

2013 - 2016 (3 years)

U.S. Special Operations Command (Military Service)

Disclosures

Please visit the SEC profile of William Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Francine Frechter
Garden City, NY
Robert Price
Center Valley, PA
Michelle Marks
Louisville, KY
Joe Bozarth
Woodway, TX
John-Erik Anderson
Bellevue, WA
Jeffrey Aders
Billings, MT
Benjamin Meyer
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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