Howard
Dingle
Alternativ Wealth
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About this Advisor
Howard Dingle is a financial advisor who works in Irvine, California with a total of 1 year of industry experience. Dingle works at Alternativ Wealth. Throughout their career, Dingle has worked at Jp Turner And Co, Centaurus Financial Inc and Claraphi Advisory Network, LLC. Dingle maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Alternativ Wealth is a financial advisory business operating out of Irvine, CA. It has offices in 15 locations and a total of 38 employees. It has $430 million in assets among its 2,231 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,231 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which service is provided. Fee types billed by Alternativ Wealth likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alternativ Wealth Brokerage Details
$429,817,431
38
2,231
$192,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Howard Dingle Work History
Howard has been registered as a financial advisor for 1 years.*
Claraphi Advisory Network, LLC
Centaurus Financial Inc
Jp Turner And Co
*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 Howard Dingle 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 Alternativ Wealth
Burlingame, CA
Irvine, CA
Lavernia, TX
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Richmond, 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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