Unclaimed Profile

James David Howard

ABRIDGE PARTNERS, LLC·DIAMOND BAR, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredABRIDGE PARTNERS, LLC

21700 E. COPLEY DRIVE, SUITE 120, DIAMOND BAR, CA 91765CRD# 1777319Firm CRD# 145247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James David Howard · DIAMOND BAR, CA

Registration

CRD #1777319 · ABRIDGE PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ABRIDGE PARTNERS, LLC

ULRICH INVESTMENT CONSULTANTS

Aug 2017 – Jul 2018

Spokane, WA

PINKERTON RETIREMENT SPECIALISTS, LLC

Feb 2014 – Nov 2017

SPOKANE, WA

PINKERTON RETIREMENT SPECIALISTS, LLC

Dec 2013 – Jan 2014

SPOKANE, WA

LPL FINANCIAL CORPORATION

Sep 2009 – Dec 2009

SPOKANE, WA

ASSOCIATED SECURITIES CORP.

Apr 2009 – Sep 2009

SPOKANE, WA

ABRIDGE PARTNERS, LLC

Oct 2007 – Apr 2014

SPOKANE, WA

FSC SECURITIES CORPORATION

Feb 2001 – Jun 2008

SPOKANE, WA

FFR ADVISORY

Oct 2000 – Jan 2008

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 20, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABRIDGE PARTNERS, LLC

CRD 145247 · SEC 801-68497

AUM

$102M

Regulatory assets under management

Employees

242 client accounts

Services offered by ABRIDGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ABRIDGE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James David Howard offer?

James David Howard specializes in Financial Planning, Investment Management.

What are James David Howard's credentials?

James David Howard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James David Howard located?

James David Howard is based in DIAMOND BAR, California, last registered with ABRIDGE PARTNERS, LLC.

How does James David Howard charge for services?

James David Howard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABRIDGE PARTNERS, LLC?

ABRIDGE PARTNERS, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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