William
Howard

Virtue Capital Management, LLC

CRD#4253842
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

William Howard is a certified financial planner based out of Fort Lauderdale, Florida with a total of 4 years of relevant experience. Howard is an employee of Virtue Capital Management, LLC. Throughout their career, Howard has worked at Bb&T, Bb&T Investment Services, Inc, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Wealth Development Associates LLC, Howard Financial Solutions, LLC, Virtue Capital Management, LLC, Benchmark Of South Florida and Cetera Advisor Networks. Howard has a Series 63 license, designating them as a securities agent, and is approved to operate in Florida. Virtue Capital Management, LLC is a business that has its headquarters in Brentwood, TN. The firm has offices in 98 locations and a total of 133 financial advisors. It controls $941 million in total assets among its 8,035 customer accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advice to eight charities and foundations. Of its 8,035 client accounts, just 1% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Virtue Capital Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 Ne 3Rd Avenue Ste 1500
Fort Lauderdale, FL 33301

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

FL Average: $730,596,643
Total Number of Employees

133

FL Average: 15
Total Number of Accounts

8,035

FL Average: 968
Average Account Size

$117,162

FL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

William Howard Work History

William has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Virtue Capital Management, LLC

2017 - 2019 (2 years)

Cetera Advisor Networks

2016 - 2019 (3 years)

Howard Financial Solutions, LLC

2016 - 2019 (3 years)

Benchmark Of South Florida

2015 - 2017 (2 years)

Massachusetts Mutual Life Insurance Co

2015 - 2017 (2 years)

Mml Investors Services, LLC

2012 - 2015 (3 years)

Bb&T

2012 - 2015 (3 years)

Bb&T Investment Services, Inc

2011 - 2017 (6 years)

Wealth Development Associates LLC

*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 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 Virtue Capital Management, LLC

Kevin Smith
Orlando, FL
Thomas Davis
Brentwood, TN
Donald Stanley
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Danny Miller
Pompano Beach, FL
Mark Scott
Brentwood, TN
Nicole Nguyen
Brentwood, TN
Michael Wurster
Brentwood, TN

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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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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