Unclaimed Profile

David Ray Howerton

FMB WEALTH MANAGEMENT·WESTLAKE VILLAGE, California

Clean recordFMB WEALTH MANAGEMENT

100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA 91362CRD# 4540828Firm CRD# 122309

Profile Verification

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

Identity

David Ray Howerton · WESTLAKE VILLAGE, CA

Registration

CRD #4540828 · FMB WEALTH MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Ray Howerton is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with FMB WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FMB WEALTH MANAGEMENT

AUM

$452M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FMB WEALTH MANAGEMENT →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4540828

Firm CRD# 122309

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Ray Howerton offer?

David Ray Howerton specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are David Ray Howerton's credentials?

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

Where is David Ray Howerton located?

David Ray Howerton is based in WESTLAKE VILLAGE, California, working with FMB WEALTH MANAGEMENT. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does David Ray Howerton charge for services?

David Ray Howerton'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 FMB WEALTH MANAGEMENT?

FMB WEALTH MANAGEMENT has approximately 12 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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