Alex
Howell

Stephens

CRD#7624379
Investment Advisor
in University Heights, OH

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About this Advisor

Alex Howell is a financial advisor based in University Heights, Ohio, working with Stephens. Alex has previously held positions at Stephens Inc, Circumference Group LLC, First Security Bank, Ethos Capital Group LLC, Fresh Market, Jimmy Johns, and the University Of Arkansas At Little Rock. Alex has passed the Series 66 regulatory exam and is registered to provide services in Arkansas, Ohio, and Texas. Currently, Alex is part of Stephens, which operates out of University Heights, Ohio. The firm has 22 offices and 629 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, publication of newsletters, and educational seminars. The fee structure at Stephens includes asset-based, hourly, fixed, commission-based, and performance-based 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

University Heights, OH

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Stephens Brokerage Details

Total Assets Under Management

$13,609,251,985

OH Average: $880,205,985
Total Number of Employees

629

OH Average: 42
Total Number of Accounts

21,368

OH Average: 1,714
Average Account Size

$636,899

OH Average: $513,539

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Alex Howell Work History

2023 - Present (1 year)

Stephens Inc

2022 - 2023 (1 year)

Stephens Inc

2020 - 2022 (2 years)

Circumference Group LLC

2019 - 2020 (1 year)

First Security Bank

2019 - 2019 (< 1 year)

Circumference Group LLC

2019 - 2019 (< 1 year)

Ethos Capital Group LLC

2018 - 2018 (< 1 year)

Fresh Market

2016 - 2018 (2 years)

Jimmy Johns

2015 - 2019 (4 years)

University Of Arkansas At Little Rock

Disclosures

Please visit the SEC profile of Alex Howell 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 Stephens

Michael Hardison
Houston, TX
Maxwell Kane
Little Rock, AR
Craig Lang
Shreveport, LA
George Sellers
Little Rock, AR
Terry Mcevoy
Portland, ME
Noah Merkousko
Little Rock, AR
Andrew Marsh
Little Rock, AR
Jarrod Giroue
Highlands Ranch, CO

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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