David Howard, financial advisor Livonia MI

David Howard

CRD Number: 1986410
Current Firm: Lifemark Securities Corp.

David Howard (CRD# 1986410) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Nov 2018 - Current 5
Howard Tax Services Moline, IL Jan 1996 - Current 28
Howard Financial Services Moline, IL May 1993 - Current 31
Foresters Equity Services Peoria, IL Apr 2003 - Oct 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for David E. Howard
Phone Number: 585-424-5672
Firm Website: https://www.lifemark.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $199,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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