Taylor
Howard

Brandes Investment Partners, Lp

CRD#6751869
Investment Advisor
in La Jolla, CA

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About this Advisor

Taylor Howard is a financial advisor working in La Jolla, California with a total of 1 year of industry experience. Howard works at Brandes Investment Partners, Lp. The advisor has gained experience at Dimensional Fund Advisors, The Church Of Jesus Christ Of Latter Day Saints, Byu-Idaho, Siena Wealth Management, Brandes Investment Partners and Alps Distributors, Inc. Howard holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Alabama, Alaska, California and Texas. Brandes Investment Partners, Lp is a financial advisory company that has its headquarters in La Jolla, CA. The investment advisory business has a total of 144 employees. It administers $18 billion in total assets across its 8,697 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 109 charities and foundations. Of its 8,697 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Brandes Investment Partners, Lp has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Brandes Investment Partners, Lp likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

4275 Executive Square, 5Th Floor
La Jolla, CA 92037

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Brandes Investment Partners, Lp Brokerage Details

Total Assets Under Management

$17,530,381,334

CA Average: $7,578,581,321
Total Number of Employees

144

CA Average: 43
Total Number of Accounts

8,697

CA Average: 3,727
Average Account Size

$2,015,681

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Taylor Howard Work History

Taylor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brandes Investment Partners

2022 - Present (2 years)

Alps Distributors, Inc

2017 - 2022 (5 years)

Dimensional Fund Advisors

2015 - 2015 (< 1 year)

Dimensional Fund Advisors

2014 - 2016 (2 years)

Byu-Idaho

2014 - 2014 (< 1 year)

Siena Wealth Management

2012 - 2014 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

*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 Taylor 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 Brandes Investment Partners, Lp

Tony Pamaran
La Jolla, CA
Brent Woods
La Jolla, CA
Glenn Carlson
La Jolla, CA
Taylor Howard
La Jolla, CA
Robert Marshall
La Jolla, CA
Michael Israel
La Jolla, CA
John Kelly
San Diego, CA
Scott Thompson
La Jolla, 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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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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