Parker
Howard
First Republic Investment Management, Inc
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About this Advisor
Parker Howard is a financial advisor operating out of Newport Beach, California with a total of 1 year of relevant experience. Howard currently works for First Republic Investment Management, Inc. Throughout their career, they have worked at The Vanguard Group, Inc, Verrado High School, Grand Canyon University, Palm Valley Women'S Care, Crossplans, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Howard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. First Republic Investment Management, Inc is a business headquartered in San Francisco, CA. The company has offices in 37 locations and a total of 1,165 advisors. It has $140 billion in assets among its 84,774 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 393 charitable organizations. Of its 84,774 customer accounts, 43% are associated with high-net-worth clients who have at least $1 million in investable assets. First Republic Investment Management, Inc performs a diverse range of services, including 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by First Republic Investment Management, Inc can include some combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
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
Parker Howard Work History
Parker has been registered as a financial advisor for 1 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
The Vanguard Group, Inc
Crossplans
Palm Valley Women'S Care
Grand Canyon University
Verrado High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Parker 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 First Republic Investment Management, Inc
Boston, MA
Los Angeles, CA
Palo Alto, CA
Los Angeles, CA
New York, NY
San Francisco, CA
Los Angeles, CA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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