Unclaimed Profile

Ronald Vance Howard

HOWARD CAPITAL MANAGEMENT, INC.·ROSWELL, Georgia

Series 7, Series 63Clean record24 years registeredHOWARD CAPITAL MANAGEMENT, INC.

1145 HEMBREE RD., ROSWELL, GA 30076CRD# 2466409Firm CRD# 118070

Profile Verification

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

Identity

Ronald Vance Howard · ROSWELL, GA

Registration

CRD #2466409 · HOWARD CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

HOWARD CAPITAL MANAGEMENT, LLC

Feb 2003 – present

BLUE DUCK WEALTH MANAGEMENT

Jun 2016 – Oct 2016

ROSWELL, GA

CAMBRIDGE LEGACY ADVISORS, INC.

Dec 2007 – Aug 2009

DALLAS, TX

CAMBRIDGE LEGACY ADVISORS, INC.

Sep 2005 – Dec 2005

HUNTSVILLE, TX

IMS FINANCIAL ADVISORS, INC.

May 2004 – Sep 2005

HOUSTON, TX

IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC

Jul 2002 – Dec 2004

HUNTSVILLE, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 30, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOWARD CAPITAL MANAGEMENT, INC.

CRD 118070 · SEC 801-69763

AUM

$5.2B

Regulatory assets under management

Employees

14,312 client accounts

Services offered by HOWARD CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at HOWARD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Ronald Vance Howard offer?

Ronald Vance Howard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROSWELL, Georgia for a consultation.

What are Ronald Vance Howard's credentials?

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

Where is Ronald Vance Howard located?

Ronald Vance Howard is based in ROSWELL, Georgia, working with HOWARD CAPITAL MANAGEMENT, INC.. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.

How does Ronald Vance Howard charge for services?

Ronald Vance Howard's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOWARD CAPITAL MANAGEMENT, INC.?

HOWARD CAPITAL MANAGEMENT, INC. has approximately 42 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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