Unclaimed Profile

Andrew Lane Howard

BETTERWEALTH LLC·SAN JOSE, California

SIE, Series 7, Series 63, Series 66CFPClean record19 years registeredBETTERWEALTH LLC

1475 SARATOGA AVENUE, SAN JOSE, CA 95129CRD# 4752191Firm CRD# 226661

Profile Verification

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

Identity

Andrew Lane Howard · SAN JOSE, CA

Registration

CRD #4752191 · BETTERWEALTH LLC · 19 years registered

Brand Profile

Not yet started

Career History

BETTERWEALTH LLC

Jul 2017 – present

EDWARD JONES

Jul 2007 – Jul 2017

LOS GATOS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 5, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BETTERWEALTH LLC

CRD 226661 · SEC 801-96317

AUM

$502M

Regulatory assets under management

Employees

1,254 client accounts

Services offered by BETTERWEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BETTERWEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Lane Howard offer?

Andrew Lane Howard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Andrew Lane Howard's credentials?

Andrew Lane Howard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Lane Howard located?

Andrew Lane Howard is based in SAN JOSE, California, working with BETTERWEALTH LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Andrew Lane Howard charge for services?

Andrew Lane Howard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BETTERWEALTH LLC?

BETTERWEALTH LLC has approximately 6 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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