Willie HowardCRD Number: 2767165
Current Firm: Securities America Advisors, Inc.
Willie Howard (CRD# 2767165) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Richmond, TX and has over 26 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Securities America, Inc.||Richmond, TX||Jul 2020 - Current||2|
|Securities America Advisors, Inc.||Richmond, TX||Jul 2020 - Current||2|
|Investacorp Advisory Services||Miami, FL||Jun 2011 - Jul 2020||9|
|Investacorp Inc.||Miami, FL||Jun 2011 - Jul 2020||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management38,164MILLIONS
Total Number of Accounts200,228ACCOUNTS
Average Account Value$190,602
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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