Timothy
Howe
Planmember Securities Corporation
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About this Advisor
Timothy Howe is a financial advisor operating in Oviedo, Florida who has 5 years of relevant experience. Howe is currently employed by Planmember Securities Corporation. Throughout their career, Howe has worked at Janney Montgomery Scott LLC, Msrk, Inc, Herbert J. Sims & Co. Inc, Planmember Securities Corporation, Rpa and Bencor. Howe holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Florida and Texas. Planmember Securities Corporation is a financial advisory company headquartered in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 employees. It handles $8 billion in assets among its 67,968 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Planmember Securities Corporation offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Planmember Securities Corporation can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Timothy Howe Work History
Timothy has been registered as a financial advisor for 5 years.*
Msrk, Inc
Planmember Securities Corporation
Rpa
Bencor
Herbert J. Sims & Co. Inc
Janney Montgomery Scott 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 Timothy Howe 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 Planmember Securities Corporation
Carpinteria, CA
Agoura Hills, CA
Farmingville, NY
Carpinteria, CA
Carpinteria, CA
Irvington, NY
Mililani, HI
Carpinteria, CA
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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