Nolen
Howe

Spire Wealth Management, LLC

CRD#6748513
Investment Advisor
in Mc Lean, VA

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About this Advisor

Nolen Howe is a financial advisor based out of Mc Lean, Virginia. Howe is currently employed by Spire Wealth Management, LLC. The advisor has gained experience at Edward Jones, Winthrop Grade/Middle/High School, University Of Maine At Augusta, Thomas College, O'Connor Auto Park, Paul Blouin Performance, Jpmorgan Securities LLC, Spire Investment Partners LLC, Legacy Wealth Mangement Inc, Spire Wealth Management, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Spire Securities, LLC and Spire Investment Partners. Howe has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Virginia. Spire Wealth Management, LLC is an advisory business based in Mc Lean, VA. It has offices in 45 locations and a total of 138 advisors. It handles $4 billion in assets under management between its 14,882 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 35 charities and foundations. Of its 14,882 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely are based on which services the firm provides the client. However, fee types billed by Spire Wealth Management, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7901 Jones Branch Dr., #800
Mc Lean, VA 22102

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,880,542,514

VA Average: $1,835,309,194
Total Number of Employees

138

VA Average: 32
Total Number of Accounts

14,882

VA Average: 1,458
Average Account Size

$260,754

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Nolen Howe Work History

Nolen has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Spire Investment Partners

2021 - 2023 (2 years)

Legacy Wealth Mangement Inc

2020 - 2021 (1 year)

Spire Investment Partners LLC

2020 - 2021 (1 year)

Spire Wealth Management, LLC

2020 - 2021 (1 year)

Spire Securities, LLC

2019 - 2020 (1 year)

Jpmorgan Securities LLC

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Edward Jones

2017 - 2018 (1 year)

Edward Jones

2016 - 2017 (1 year)

O'Connor Auto Park

2015 - 2015 (< 1 year)

Thomas College

2013 - 2015 (2 years)

University Of Maine At Augusta

2013 - 2015 (2 years)

Paul Blouin Performance

2007 - 2013 (6 years)

Winthrop Grade/Middle/High School

*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 Nolen Howe 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 Spire Wealth Management, LLC

Courtney Smith
Mc Lean, VA
Scott Aabel
Mc Lean, VA
David Speranza
Newburgh, NY
David Canham
Alexandria, VA
Scott Fewin
Charlotte, NC
Mark Doughty
Mc Lean, VA
Marcus Malone
Mc Lean, VA
Christopher Pratt
Bethesda, MD

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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