William Howard (CRD# 4253842) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Fort Lauderdale, FL and has over 23 years of experience in the finance industry. William Howard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Virtue Capital Management, LLC | Brentwood, TN | Jan 2019 - Current | 5 |
Howard Financial Solutions, LLC | Fort Lauderdale, FL | Jun 2016 - Sep 2019 | 3 |
Benchmark Of South Florida | Fort Lauderdale, FL | Feb 2016 - Sep 2019 | 3 |
Cetera Advisor Networks | El Segundo, CA | Feb 2017 - Jan 2019 | 1 |
Massachusetts Mutual Life Insurance Co | Fort Lauderdale, FL | Nov 2015 - Feb 2017 | 1 |
Mml Investors Services, LLC | Fort Lauderdale, FL | Nov 2015 - Feb 2017 | 1 |
Wealth Development Associates LLC | Fort Lauderdale, FL | Mar 2011 - Feb 2017 | 5 |
Bb&t | Ft. Lauderdale, FL | Jul 2012 - Oct 2015 | 3 |
Bb&t Investment Services, Inc. | Ft. Laurerdale, FL | Jul 2012 - Oct 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
- FL
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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