David
Littrell

Howard Bailey Securities, LLC

CRD#6544208
Investment Advisor
in Fort Wayne, IN

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About this Advisor

David Littrell is a financial advisor based in Fort Wayne, Indiana, working with Howard Bailey Securities, LLC. David has previously held positions at Edward Jones, Yp Marketing Solutions, Equitable Advisors, LLC, and Howard Bailey Securities LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, David is part of Howard Bailey Securities, LLC, which operates out of Fort Wayne, Indiana. The firm has 3 offices and 15 employees. The firm manages assets totaling $463.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Howard Bailey Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5916 Covington Rd
Fort Wayne, IN 46804

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Howard Bailey Securities, LLC Brokerage Details

Total Assets Under Management

$463,303,000

IN Average: $1,347,246,178
Total Number of Employees

15

IN Average: 46
Total Number of Accounts

4,344

IN Average: 1,775
Average Account Size

$106,654

IN Average: $759,012

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
  • Other

David Littrell Work History

2023 - Present (2 years)

Howard Bailey Securities LLC

2022 - 2023 (1 year)

Equitable Advisors, LLC

2015 - 2022 (7 years)

Edward Jones

2013 - 2015 (2 years)

Yp Marketing Solutions

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Disclosures

Please visit the SEC profile of David Littrell 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 Howard Bailey Securities, LLC

Sara Provines
Fort Wayne, IN
Grant Welter
Fort Wayne, IN
John Nuechterlein
Fort Wayne, IN
Ryan Zeeb
Perrysburg, OH
Jason Pruitt
Fort Wayne, IN
Reid Braun
Fort Wayne, IN
Robert Mccoy
Fort Wayne, IN
Marshal Johnson
Fort Wayne, 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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