Deana
Howard
Brokers International Financial Services, LLC
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About this Advisor
Deana Howard is a financial advisor based in Urbandale, Iowa, who has 9 years of relevant experience. Howard is on the advisory team at Brokers International Financial Services, LLC. The advisor has gained experience at Howard And Howard Enterprises LLC, Vf Insurance Services, Planmember Securities Corporation, Solavei and Brokers International Financial Services. Howard holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Oklahoma. Brokers International Financial Services, LLC is an advisory company that has its headquarters in Urbandale, IA. It has offices in 120 locations and a total of 224 people on staff. It handles $1 billion in assets under management across its 9,114 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 9,114 accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a diverse assortment of services, such as portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Brokers International Financial Services, LLC likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Deana Howard Work History
Deana has been registered as a financial advisor for 9 years.*
Brokers International Financial Services
Howard And Howard Enterprises LLC
Planmember Securities Corporation
Solavei
Vf Insurance Services
*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 Deana Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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