William
Howard
William Howard & Co. Financial Advisors, Inc
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About this Advisor
William Howard is a certified financial planner and chartered financial consultant based out of Memphis, Tennessee with a total of 19 years of relevant experience. Howard is an advisor for William Howard & Co. Financial Advisors, Inc. They have spent their entire career at William Howard & Co. Financial Advisors, Inc. Howard is registered to operate in Tennessee and Texas. William Howard & Co. Financial Advisors, Inc is a business headquartered in Memphis, TN. It controls $222 million in assets between its 408 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 408 customer accounts, 35% belong to high-net-worth individuals who have at least $1 million in assets. William Howard & Co. Financial Advisors, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fees typically depend on the type of financial services. However, fees charged by William Howard & Co. Financial Advisors, Inc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Howard & Co. Financial Advisors, Inc Brokerage Details
$221,971,720
7
408
$544,048
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
William Howard Work History
William has been registered as a financial advisor for 19 years.*
William Howard & Company Financial Advisors, Inc
*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 William Howard 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 William Howard & Co. Financial Advisors, Inc
Memphis, TN
Memphis, TN
Memphis, TN
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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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.
